What Columns Definitions Will I Need to Set Up?
You determined that you want columns in your statement to include account balances for these time periods:
Current period
Last year current period
Year-to-date
Last year-to-date
You will set up the columns with calculated amounts in the Layout Editor.
You do not need to set up data selection for your column definitions because you will include data selection over the account ranges that you want to include in the statement when you set up row definitions.
You will analyze the column setup for the calculated-amount columns when you create your layout. See Consolidated Income Statement Case Study Task: Add the Percent of Revenue Columnsand Consolidated Income Statement Case Study Task: Add the Percent of Change Calculated Column.
To set up the column definitions to include the account balances that you want to include, you must specify the balance type of each column definition, whether to offset the period or year, and the ledger type for the column definitions.
To create the column definitions that will generate the report output for the consolidated income statement in this case study, you need to set up column definitions with these attributes:
Purpose of Column |
Column Balance Types |
Offset? |
Ledger Type |
---|---|---|---|
Account balances for the current period |
Period |
No |
AA |
Account balances for last year current period |
Period |
Yes; Fiscal Year is -1 - |
AA |
Account balances for year to date |
Year to Date |
No |
AA |
Account balances for last year-to-date |
Year to Date |
Yes; Fiscal Year is -1 |
AA |