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Sam_OS
July 9, 2025
Question

V#Trailing12MonthTotal

  • July 9, 2025
  • 2 replies
  • 0 views

Hi , 

I am trying to use the V#Trailing2-12MonthTotals in my reports. Could any expert users please advise if the TrailingTotal in View Dimension works only for P&L numbers or they work for Balance Sheet and Retained Earnings totals also. 

Any reponse will be much appreciated. 

Thanks

Sam

 

2 replies

S
SxD
July 9, 2025

Just did a test and it looks like it's only working for P&L for me but that makes sense since BS accounts are typically loaded YTD each month and so you wouldn't typically need to see if periodically. 

R
rhankey
July 9, 2025

The V#Trailing[n]MonthTotal members are typically used for P&L type accounts or BS activity.  I'm not sure how many people would find it useful to know what the sum of a number of months of a BS ending balance is.

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