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Bex query with YTD ,Actual and budget and Last year values in column

Former Member
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Hi Guys,

I need your help.

I need to have a query where in  row  I will have accounts . In column , I will have Actual ( in YTD ) , Budget  ( in YTD ) and  last year values  .

So report is  it will show values against each accounts ( row wise ) in  Actual ( in YTD ) ,Budget ( YTD ) and Last year total  Column.

Month is fixed based on selection.

I understood that I will keep accounts in row and  characteristics  ( category in column structure  with 2 separate selection for actual and  budget  respectively )  in column. but I need to calculate YTD values  with category = ACTUAL and  category = BUDGET and  for my 3rd column  I need to show Last full year value. Screen shots attached.

How to accommodate that requirement .

Please guide.



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Answers (1)

Answers (1)

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In your report in filter selection you have month as query input so add range restriction on month

as input month - 24


write CMOD and get first period of last year

in your columns restirct as follows

1. This month: the variable used for input selection of Month

2. YTD: Range on First period of this year(there are standard variables available for it or you can create your own CMOD variable as per your requirement) till the variable used for input selection

3. Last year: get year from the variable for month and offset to -1

for other restictions such as category, apply restriction in columns

Hope this helps