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Sam_OS's avatar
Sam_OS
New Contributor
22 days ago

V#Trailing12MonthTotal

Hi , 

I am trying to use the V#Trailing2-12MonthTotals in my reports. Could any expert users please advise if the TrailingTotal in View Dimension works only for P&L numbers or they work for Balance Sheet and Retained Earnings totals also. 

Any reponse will be much appreciated. 

Thanks

Sam

 

Reports

2 Replies

  • SxD's avatar
    SxD
    New Contributor III
    22 days ago

    Just did a test and it looks like it's only working for P&L for me but that makes sense since BS accounts are typically loaded YTD each month and so you wouldn't typically need to see if periodically. 

  • rhankey's avatar
    rhankey
    Contributor III
    22 days ago

    The V#Trailing[n]MonthTotal members are typically used for P&L type accounts or BS activity.  I'm not sure how many people would find it useful to know what the sum of a number of months of a BS ending balance is.