About creating rolling balances
You can define a report with rolling balances by selecting appropriate data dictionary names. Use rolling balances when you want a report that always shows your data for a set number of periods or years. The specific periods or years included in the report are based on the period or year for which you are running the report.
Example
LGE created a rolling income statement with four columns of data. The report included the current period and the three prior periods. They used the CPAMT and PPAMT data dictionary names to create a report that would display current data based on the period in which they were running it.
| Column | If run in period 4, this column shows data for | If run in period 5, this column shows data for |
|---|---|---|
| CPAMT | Period 4 | Period 5 |
| PPAMT(1) | Period 3 | Period 4 |
| PPAMT(2) | Period 2 | Period 3 |
| PPAMT(3) | Period 1 | Period 2 |
They added flexibility to the column headings for the report by using the @PPAMO data dictionary name. This dictionary name prints an alpha month name for a previous period and accepts a parameter that indicates which previous period (1 - 12) to display.