I am looking to re-create the financial reporting report that Sam has created for my business. The report is really useful and will replace our excel reporting for Monthly Management Accs… We use an ERP where the reporting is terrible and crystal really doesn’t give us the dynamic solutions we need.
I am still learning the DAX side of things, and will be doing that module today! but in the FR reported created by same the only slicer is on years, and I want to add months. It seems to work on the Income Statement, but not Balance sheet- is there a reason for this?
On dates, the date query included helps create a date table which seems to allow you to set a start month for financial year. I put this in as 7, as my year starts in July, but the table produced shows July as month 7 rather than 1. Do I need to change the actual query?
Thanks for all the help,