Michael ODonnell on 07 Aug 2022 13:34:15
Anyway to integrate CUBE FUNCTIONS into a blank canvas? Open report, connect to data, design a balance sheet format template, place CUBE FUNCTIONS on canvas to grab values associated with GL Names, select parameter Entity or multiple entities to Consolidate. Build an accumulator for C/Y (Profit) / Loss add link to Balance Sheet. When selecting Yr/Yr, Qtr/Qtr etc Retained Earnings Calculates accurately. Or Build a simple model, for Balance Sheet, Income Statement and Statement of Cash Flows, where the user can link their transaction data to this report model and get visualizations by Yr, Qtr, Month by Entity, financial statement, and edit the report to accommodate their report style and format.