Access data across periodes

Templates Reports
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1

Hi,

In a formula in a report, I would like to be able to use the sum of an account range of the previous year/period.
More generally: I would like to compose formula’s that use data across periods.
For example:

  • I have a report with 2 periods (current period of this year & current period of last year)
  • In this report, I have a formula (#34) tagged with ‘stock’
  • I want to use the value of ‘stock’ (or #34) for the previous year in a formula for the period of this year
    Is this possible in some way?
    If not, the use of handles to a reconciliation in the formula’s of a report would allow for a workaround, but I don’t think this is possible either…

Thanks in advance.

Robin

2

Hello @robin.bailleul,

Welcome to our community!

Above case is not possible in the reports (but guess that’s a request we should consider though).

However, you could solve it in a text template that relates to handles to a report.

Let’s say we have our EBITDA-report (handle = ebitda) and everything of accounts 70 has been tagged with “omzet”.

The YTD of “omzet” can be viewed with following code in a text template :
{{ period.reports.ebitda.results.omzet }}

To get the numbers of the year before, you could do this :

{% assign previous_period = period.minus_1y %}

{{ previous_period.reports.ebitda.results.omzet }}

Hope this gets you on the way!

PS for requests concerning building reports, it’s better to ask this through the chat (or support@getsilverfin.com). Because it’s not really STL there…

3

Hi,

Thanks for the information.
I already thought about using your proposed approach of building a text template that uses data from reports through handles, but before building a report-like text template, I wanted to make sure something similar can not be achieved with the currently present functionalities :slight_smile:

PS: I asked a couple of questions through the chat, and I was recommended to ask them on this forum instead… So I’m not really sure where to ask questions regarding the available functionalities?

4

I’ve seen the chat, and there were indeed related to Liquid (to STL), so this is the right place for such questions :relaxed: