Welcome back to Part II of Date Magic with Excel and Jet
In Part I, we looked at using Excel DatePart functions to create date filters for our reports. I find this technique most useful for Operational and Sales reports as well as Income Statement reports.
True story: I worked with a client in manufacturing to develop, schedule and distribute over 200 key reports using these techniques. He loved it because users would stop coming to his desk asking "what were our numbers for ..."; because, he could always reply, "The report is in your inbox."
As clients turn their gaze toward Balance Sheet Reporting or analysis across time, we often find it beneficial to conduct Month over Month comparisons or leverage the Accounting Periods from NAV. To quickly generate our date ranges we'll take advantage of the [Accounting Period] table in NAV or the logical [Date] table.. This technique is downright invaluable for my manufacturing and retail clients who use 4 week periods or a 4/4/5.
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H/T to Jet Reports Guru @Janice Taylor at Jet Reports Canada for co-authoring this document.