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How do I change YTD to FYTD in a measure column?

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L G
L G Rank 1 - Community Starter
edited Sep 8, 2025 10:45PM in Oracle Transactional Business Intelligence Forum

In the General Ledger Transactional Balances Real Time, there are measures for "Entered YTD CR" and "Entered YTD DR". This gives totals for the calendar year. How do I update this to return sums for the FY (Jul 01 - Jun 30)?

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  • Rich Merkel
    Rich Merkel Rank 6 - Analytics & AI Lead
    Answer ✓

    These are the formulas…assuming you are filtering on accounting period name, and filter on balance type (ie: A for Actual). Attached is XML for a simple version with prompts for concatenated segment and accounting period name. (Just copy/paste this into new analysis in advanced section, copy the entire file, replace what is in Analysis XML with the data in .txt file and click apply xml, then you can go back to criteria tab/etc to see the design)

    Beginning Balance

    "- Balance"."Beginning Balance"

    Period Net Activity

    "- Balance"."Period Net Activity"

    simple trial balance analysis.txt

    Ending (YTD) Balance

    "- Balance"."Ending Balance"

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