Options

RDLC months in column

aceXaceX Member Posts: 166
edited 2015-08-07 in NAV Three Tier
Hi there :)

I need to create report similar to Trial Balance, but the look need to be:

|GLAccNo|GLAccName|=and here is the difficult par=|

Here it needs to be matrix report and the columns further need to be months. If user choose in date filter period

Date Filter: 01.01..31.06

|GLAccNo|GLAccName|Jan-yy|Feb-yy|Mar-yy|Apr-yy|May-yy|Jyn-yy|

Any idea is appreciated.

BR

Comments

  • Options
    navuser1navuser1 Member Posts: 1,329
    aceX wrote:
    Hi there :)

    I need to create report similar to Trial Balance, but the look need to be:

    |GLAccNo|GLAccName|=and here is the difficult par=|

    Here it needs to be matrix report and the columns further need to be months. If user choose in date filter period

    Date Filter: 01.01..31.06

    |GLAccNo|GLAccName|Jan-yy|Feb-yy|Mar-yy|Apr-yy|May-yy|Jyn-yy|

    Any idea is appreciated.

    BR

    Check Analysis by Dimension with Show as Column = Period, View by = Month.
    Month will show in starting Date of that month ( May-2015 = 1/5/2015)
    Now or Never
  • Options
    navuser1navuser1 Member Posts: 1,329
    aceX wrote:
    Hi there :)

    I need to create report similar to Trial Balance, but the look need to be:

    |GLAccNo|GLAccName|=and here is the difficult par=|

    Here it needs to be matrix report and the columns further need to be months. If user choose in date filter period

    Date Filter: 01.01..31.06

    |GLAccNo|GLAccName|Jan-yy|Feb-yy|Mar-yy|Apr-yy|May-yy|Jyn-yy|

    Any idea is appreciated.

    BR

    Check Analysis by Dimension with Show as Column = Period, View by = Month.
    Month will show in starting Date of that month ( May-2015 = 1/5/2015)
    Now or Never
  • Options
    aceXaceX Member Posts: 166
    Hi navuser1

    I know Analysis by Dimension, but that's the matrix page. I need Report which will be printed (pdf, word). Also this report should to open excel (export in excel using Excel Buff) and create new Sheet for every Global dimension 1 Code, so this can not be a Matrix Page, it's need to be RDLC report.

    Regards
  • Options
    navuser1navuser1 Member Posts: 1,329
    aceX wrote:
    Hi navuser1

    I know Analysis by Dimension, but that's the matrix page. I need Report which will be printed (pdf, word). Also this report should to open excel (export in excel using Excel Buff) and create new Sheet for every Global dimension 1 Code, so this can not be a Matrix Page, it's need to be RDLC report.

    Regards

    "Analysis by Dimension" can be exported into word, excel and use filter (Limite Totals) for Global Dimension
    Now or Never
  • Options
    aceXaceX Member Posts: 166
    Well that's ok for my first problem, but, this must to be solved with rdlc report cause at the end, the report should be exported to excel filtered by date and for every Global dimension 1 should have new sheet.

    |GLAccNo|GLAccName|Jan-yy|Feb-yy|Mar-yy|Apr-yy|May-yy|Jyn-yy|


    Sheet1-GlobalDim Value1


    |GLAccNo|GLAccName|Jan-yy|Feb-yy|Mar-yy|Apr-yy|May-yy|Jyn-yy|


    Sheet2-GlobalDim Value1

    etc
  • Options
    lakshanvindanalakshanvindana Member Posts: 79
    This can be done using an Integer data item in the design and matrix in layout.

    Report data item design:
    ----G/L Account
    Integer

    C/AL code in OnPreReport
    MonthStart := DATE2DMY(StartDate, 2);
    YearStart := DATE2DMY(StartDate, 3);

    C/AL code in Integer data item OnPreDataItem
    MonthNo := MonthStart -1;
    YearNo := YearStart;

    C/AL code in Integer data item OnAfterGetRecord
    MonthNo := MonthNo + 1;
    IF MonthNo > 12 THEN
    BEGIN
    MonthNo := MonthNo - 12;
    YearNo := YearStart + 1;
    END;
    YearNo := DATE2DMY(DWY2DATE(1, MonthNo, YearNo),3);

    MonthStartDate := DMY2DATE(1, MonthNo, YearNo);
    MonthEndDate := CALCDATE('<+1M-1D>', MonthStartDate);

    ----you need to break this data item by checking the EndMonthNo & EndMonthYear according to the given filter----

    column group by MonthNo & YearNo in matrix.

    try this, if not worked, let me know.

    good luck

    8) :thumbsup:
    Lakshan Kulawansa
    ERP Consultant - MS Dynamics NAV
    https://lk.linkedin.com/pub/lakshan-vindana-kulawansa/37/2a2/592
Sign In or Register to comment.