Compared to Report Designer version 4.x the logic on how to add period functions has changed. In order to add for example YTD (year to date) function on a column you need to follow the steps below:
If you want aggregated data you can drag the Period function into the Period Aggregation tab.
Use IFERROR:
=IFERROR(E7+E8,0)
Result:
If you have a value in a named cell in another sheet in the OSR workbook, and you are trying to collect that value into the OSR report sheet, you need to do the following:
If it is in another sheet you’ll have to give a reference to that sheet.
=INDIRECT("Sheet!Cell")
Where Sheet = name of the sheet you’re looking into.
Cell = Name of the cell you’re looking into.
If for example I want to reference to cell B5 in sheet2, then the formula would be
=INDIRECT("Sheet2!B5")
If you renamed the sheet2 to Test, and the cell b5 to Cell, then the formula would look like this
=INDIRECT("Test!Cell")
If the sheet you wish to refer to includes expanding groups, you have to rename the relevant cell, like shown above.
SUMIF |
Summarizes the given cells according to the defined condition/logical test. |
VLOOKUP |
You can use VLOOKUP to search for the first column in an area of cells and then return a value from any column in the same row. |
SUBTOTAL |
Returns a subtotal in a list or database. (Can take into account hidden rows.) |
IFERROR |
Return a value that you specify, if a formula evaluates to an error. Otherwise it returns the result of the formula. Use the IFERROR function to catch and handle errors in a formula. |
IF |
The IF function returns one value if the condition you enter returns TRUE and a different value if the condition return FALSE. For example, the formula =IF(A1>10,"Over 10","10 or less") returns “Over 10” if A1 is bigger than 10 and “10 or less” if A1 is smaller than or equal to 10. |
INDIRECT |
Returns the reference specified in a text string. References are immediately calculated so that the content is shown. Use INDIRECT when you want to change the reference to a cell within a formula without changing the formula itself. |
See the Microsoft Office documentation (external link) for more information.