Hey Mark,
A couple things that lead into this:
1. I need a snapshot of any given time for the current year, plus the prior full 3 years (36 months + current). SOX requirements.
2. How the Budget and Forecast data is generated balloons this a lot as well.
3. Lastly, these calculations on the Accounts table get pulled into the Summary Report field for reports such as: SEC Balance Sheet, YTD Budget Vs Actuals, FY Forecast Vs Budget, etc..
For Actuals I need:
- MTD xx (1 per month x 12 months x 4 years at most = 48 fields)
- YTD xx (48 fields again)
- QTD xx (48 fields again)
For Budget I need:
- MTD xx as of xx (12 per month x 12 months x 4 years = 576 fields)
- YTD xx as of xx (576 fields again)
- QTD xx as of xx (576 fields again)
- The "xx as of xx" is because we get a full year budget for every month of the year, so it will come with 12x as many values as Actuals.
For Forecast I need:
- Same as Budget, so 576 fields x 3
For AvB, AvF, and BvF I need:
- MTD comparisons
- YTD comparisons
- FY comparisons
- I haven't gotten an exact number, but it's any where from 1.5 to 2 times the fields required for the first 3 sections.
Then all of these fields need Rich Text visual adjustments. But I also need the capability to export the currency values since RT doesn't export very kindly.
In addition to all of this, comments will be associated with each Account, as well as each Summary Report Row.
Most of these things I believe is what disqualify my ability to use summary reports. Because it isn't just about displaying the data, but about interacting and snapshotting the data.
I'd love if there is another way around this, but I'm not feeling optimistic.
