[GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

Hi,

I finally got back to this as I try to prepare for my year end.

As you report in your Bug Report 799046 it does not seem possible to
display a single period in the Budget Report using the Use Accumulated
Totals feature, which is quite frustrating.

I have only upgraded to ver 4.14 and in that version I do not see a
'Include Collapsed Periods' option so I was not able to replicate your
work, but my reports also include periods that are uncollapsed.

I am not sure how Bug Reports work, so I was unable to see if there was any
updates on this Bug. What do I log into and how do I log in.

TIA,

Larry

On Thu, Jul 27, 2023 at 9:58 AM larry johnston <larryej1953 at gmail.com>
wrote:

> Thanks. I have to put this project onhold for a while. Fortunately 'use
> accumulated totals' gives me the basics that I need and the rest is gravy
> if I can get it.
>
>
> Larry
>
> On Thu, Jul 27, 2023 at 9:43 AM Adrien Monteleone <
> adrien.monteleone at lusfiber.net> wrote:
>
>> Note, I did some testing this morning and it seems there might be a bug
>> in how the 'include collapsed periods after selected' works.
>>
>> Follow along here or subscribe to the bug:
>> https://bugs.gnucash.org/show_bug.cgi?id=799046
>>
>> If this can be resolved, you should be able to get close, but not quite
>> to Phil's report.
>>
>> The first set of columns would be the period of interest. You would
>> *not* want to use 'accumulated amounts' here if you want to see how that
>> period's actuals faired against that period's budgeted amounts.
>>
>> The second set of columns (the subsequent collapsed periods) *should* by
>> necessity of being collapsed, show what is left, as YTD numbers.
>>
>> The third set of columns would be Totals, which is for the entire budget
>> period.
>>
>> Note, if the second set isn't quite what you are looking for, I'm not
>> sure you can duplicate that old report in one shot. In that case, you
>> would then simply only report on one period (and the Totals) and choose
>> either 'accumulated amounts' or not based on if you wanted numbers for
>> just that period *or* YTD as of that period. In which case, you can't
>> get both at the same time.
>>
>> Regards,
>> Adrien
>>
>> On 7/27/23 1:48 AM, larry johnston wrote:
>> > Thanks, I will see what I can make of it.
>> >
>> > Larry
>> >
>> >
>> > On Wed, Jul 26, 2023, 9:48 p.m. Adrien Monteleone <
>> > adrien.monteleone at lusfiber.net> wrote:
>> >
>> >> You should be able to get close.
>> >>
>> >> You can see monthly periods, you can 'use accumulated totals' for each
>> >> month as they progress. (YTD) You can show a yearly 'Totals' column
>> set.
>> >>
>> >> For each set (period & total) you can see Budget, Actual, and Variance
>> >> columns.
>> >>
>> >> I don't think it is exactly just 1 month, YTD, Total though.
>> >>
>> >> But you might try playing with the Range & Consolidated options on the
>> >> General tab. So maybe set the range to 'current period' for a start,
>> >> 'last period' for end, and then consolidate the periods after the
>> >> current one which should then show up as a single set of YTD type
>> >> numbers if using Accumulated Amounts. And then display a Totals column
>> >> and of course include Budget, Actual & Variance options.
>> >>
>> >> Note too, you can customize the budget time frame itself. It doesn't
>> >> have to be an entire year. Maybe a combination of all of the above will
>> >> imitate Phil's report.
>>
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>