MTD and YTD are identical after month one!!
Help please…! How do I stop MTD being identical to YTD after month 1. The start date is correct for Period 1. As soon as I move to period 2 (Right arrow at bottom of screen> to advance to next period…) MTD has all the same numbers as YTD from period 2 onwards. I have tried everything I know to stop this but I’m out of ideas now. I have experimented with the comparison date formula which currently has CM in line 1000 and the various options in column type field! Poor copy below… Thanks in advance Andy.
|Line No.||Column No.||Column Header||Column Type||Ledger Entry Type||Amount Type||Formula||Show Opposite Sign||Comparison Date Formula||Keep Comparison Period Scope||Show||Rounding Factor|
|10000||1||MTD||Net Change||G/L Entries||Net Amount||no||CM||Yes||Always||None|
|20000||2||Budget||Balance at Date||G/L Budget Entries||Net Amount||No||Yes||Always||None|
|30000||3||Variance||Formula||G/L Entries||Net Amount||1-2||No||Yes||Always||None|
|40000||4||% Variance||Formula||G/L Entries||Net Amount||3/1*100||No||No||Always||None|
|50000||5||YTD||Year to Date||G/L Entries||Net Amount||No||No||Always||None|
|60000||6||Budget||Year to Date||G/L Budget Entries||Net Amount||No||No||Always||None|
|70000||7||Varaince||Formula||G/L Entries||Net Amount||5-6||No||No||Always||None|
|80000||8||% Varaince||Formula||G/L Entries||Net Amount||7/5*100||No||No||Always||None|
|90000||Net Change||G/L Entries||Net Amount||No||No||Always||None|