Reference: Column definitions in Financial Reporting - Business Central | Microsoft Learn
Column Layout Options
Column No. – optional, but highly recommended if need to use for calculate (e.g. Column for Total calculated by Column 1 to Column 12)
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Line No. automatically designated by the software.
Column Layout Sample
1. Net Change at Date - 12 month for the Fiscal year
| Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
|---|---|---|---|---|---|---|---|
| 1 | Jan | Net Change | Entries | Net Amount | FY[1] | ||
| 2 | Feb | Net Change | Entries | Net Amount | FY[2] | ||
| 3 | Mar | Net Change | Entries | Net Amount | FY[3] | ||
| 4 | Apr | Net Change | Entries | Net Amount | FY[4] | ||
| 5 | May | Net Change | Entries | Net Amount | FY[5] | ||
| 6 | Jun | Net Change | Entries | Net Amount | FY[6] | ||
| 7 | Jul | Net Change | Entries | Net Amount | FY[7] | ||
| 8 | Aug | Net Change | Entries | Net Amount | FY[8] | ||
| 9 | Sep | Net Change | Entries | Net Amount | FY[9] | ||
| 10 | Oct | Net Change | Entries | Net Amount | FY[10] | ||
| 11 | Nov | Net Change | Entries | Net Amount | FY[11] | ||
| 12 | Dec | Net Change | Entries | Net Amount | FY[12] | ||
| 13 | Total | Formula | Entries | Net Amount | 1..12 |
2. Balance at Date - 12 period for the Fiscal Year
| Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
|---|---|---|---|---|---|---|---|
| 1 | Jan | Balance at Date | Entries | Net Amount | FY[1] | ||
| 2 | Feb | Balance at Date | Entries | Net Amount | FY[2] | ||
| 3 | Mar | Balance at Date | Entries | Net Amount | FY[3] | ||
| 4 | Apr | Balance at Date | Entries | Net Amount | FY[4] | ||
| 5 | May | Balance at Date | Entries | Net Amount | FY[5] | ||
| 6 | Jun | Balance at Date | Entries | Net Amount | FY[6] | ||
| 7 | Jul | Balance at Date | Entries | Net Amount | FY[7] | ||
| 8 | Aug | Balance at Date | Entries | Net Amount | FY[8] | ||
| 9 | Sep | Balance at Date | Entries | Net Amount | FY[9] | ||
| 10 | Oct | Balance at Date | Entries | Net Amount | FY[10] | ||
| 11 | Nov | Balance at Date | Entries | Net Amount | FY[11] | ||
| 12 | Dec | Balance at Date | Entries | Net Amount | FY[12] | ||
| 13 | Total | Formula | Entries | Net Amount | 1..12 |
3. Compare period and month
Please see Financial Report Column Definition - Comparison Period Formula for comparison Data Formula
| Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
|---|---|---|---|---|---|---|---|
| 01 | Current Month | Net Change | Entries | Net Amount | |||
| 02 | Last Month | Net Change | Entries | Net Amount | -1M | ||
| 03 | Prior Year | Net Change | Entries | Net Amount | -1Y | ||
| 04 | Current Year-to-date | Entire Fiscal Year | Entries | Net Amount | |||
| 05 | Last Year-to-Date | Net Change | Entries | Net Amount | -1FY[1..CP] |
4. Financial year end at March 31 and the total for both current year and last year shows on the report
| Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
|---|---|---|---|---|---|---|---|
| 1 | Last Year | Net Change | Entries | Net Amount | -1Y | ||
| 2 | Apr | Net Change | Entries | Net Amount | FY[1] | ||
| 3 | May | Net Change | Entries | Net Amount | FY[2] | ||
| 4 | Jun | Net Change | Entries | Net Amount | FY[3] | ||
| 5 | Jul | Net Change | Entries | Net Amount | FY[4] | ||
| 6 | Aug | Net Change | Entries | Net Amount | FY[5] | ||
| 7 | Sep | Net Change | Entries | Net Amount | FY[6] | ||
| 8 | Oct | Net Change | Entries | Net Amount | FY[7] | ||
| 9 | Nov | Net Change | Entries | Net Amount | FY[8] | ||
| 10 | Dec | Net Change | Entries | Net Amount | FY[9] | ||
| 11 | Jan | Net Change | Entries | Net Amount | FY[10] | ||
| 12 | Feb | Net Change | Entries | Net Amount | FY[11] | ||
| 13 | Mar | Net Change | Entries | Net Amount | FY[12] | ||
| 14 | Current Year | Net Change | Entries | Net Amount |
5. Compare Actual and Budget with Variance %
| Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
|---|---|---|---|---|---|---|---|
| 1 | Actual | Net Change | Entries | Net Amount | |||
| 2 | Budget | Net Change | Budget Entries | Net Amount | |||
| 3 | Variance | Formula | Entries | Net Amount | (1-2) | ||
| 4 | % | Formula | Entries | Net Amount | (1-2)/2*100 |
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