[GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

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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