FINQUERY Template Universe Repository Reports

Previous Comparison

This report uses a simple crosstab, along with the Business Objects Previous function and categories from RCM_OBJECT_TREE to present a crosstab of RCM categories compared to previous periods.

The three tabs of the report show the progression from raw data, to a simple crosstab (columns sorted by fiscal year and fiscal month, rows by RCM summary and category sequences), to the final crosstab including a column with variable comparing the data to the previous period.

Note that the Previous function allows for comparison to the previous row (in a standard table format), or the previous column (in a crosstab format). So, the comparison could be between anything that occurs in consecutive rows or columns - this query just uses it to compare accounting periods year to year.

Query 1 with FINQUERY Template Universe (FINQRCM)

• Result Objects:

  BALANCES: Fiscal Year, Fiscal Month Seq, Accounting Period, Actual_Fytd

  RCM_OBJECT_TREE: RCM Category, RCM Category Description, RCM Summary, RCM Summary Description

• Conditions:

  BALANCES:
  

  
          Fiscal Month Seq = prompt : ('Enter month seq (ie, 01 for JUL):')
  
  
          Ficsal Year = prompt : ('Fiscal Year greater than or equal to:')
  
  
          COA CNAC = prompt : ('Enter CNAC:')
  
  
          COA Fund = prompt : ('Enter Fund:')
  
  
          RCM Summary  <  1610
  
  

Report Variables

• previous Actual FYTD=Previous(<SUM Actual Fytd (BAL)>)
• Change vs Prior Year ==<SUM Actual Fytd (BAL)>-<previous Actual FYTD>

To import this file for your own use:

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