Easy conversion from weekly to monthly or annual financial statements

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3 years ago
#1
Alexander Bikeyev A+ 0
AB
Easy conversion from weekly to monthly or annual financial statements

Hello,

is there an easy way to convert from weekly to monthly or annual financial statements?

Maybe someone can send me some piece of code or a template?

Kind regards,

Alexander.

3 years ago
Prash A+ 0
PR

Hi Alexander,

We do not have a module or a template to convert weekly analysis into monthly because the everyone does the allocation of 4/4/5 weekly splits to months differently. Hence, we have to custom-build each time.

In terms of converting monthly to quarterly, monthly to annual etc, you can use the OFFSET function. As per the screenshot below, the revenue applicable for the Sep-17 quarter is equal to the sum of the monthly revenue from months 1 to 3. We do have financial statement modules available for these higher periodicities.

 

I hope this helps.