Reporting Quarters in Financial Tables

Although there is no column data code for a quarter, you can still produce quarterly figures using Financial Tables, by using the Spread Column Data Codes.

You can set up three Table Column entries, representing the three accounting periods included in the quarter. The Column Data code for each of them should be Period Spread.

When the report is produced using Financial Tables (FTB), you are asked to supply the range of accounting periods to be reported. You must also enter the first period of the range to be included in the spread, the Spread Start Period. The first column containing the Spread Column Data code extracts the figures for the period you specify in the Spread Start Period field, the next Spread Column extracts data for the following period, and so on. In Financial Table Columns (FTC) you can choose to print each of the three columns and then total them into a quarter figure, or to total the three column figures without printing and to print the quarter figure.

You can start accumulating figures from the beginning of the quarter again, by defining a column with the code Reset Spread (this column need not be printed). For example, to follow the Quarter Actual column with a Quarter Budget column. The Column Data Code for the first budget column would be Period Spread, and would be defined after the Reset Spread column. This combination restarts the spread at Spread Start Period.