12-month trend report through Query designer

Question

We have a requirement to create a 12-month trend report in BI through Query designer.   The requirement is to have the report show 12 columns (i.e. Jan, Feb, Mar, Apr....) and each month should show either Actuals or Budget data based on the month that is entered at run time.    As this report is for high level executives, they only want to have one variable (Month/Year) to select at run time.   It is assumed that based on whatever month/year they enter, all months less than and equal to that month will have actuals data.    For example, if March 2007 is selected at run time, the query should then produce the following data: Jan Actual, Feb Actual, March Actual, April Budget, May Budget, June Budget and so on.  
Can anybody provide me with some suggestions as to how this query can be written?  
thank you,
Lanny

Answer 1

Ruslim, there are other things that you need to conside:
#1 - Actuals vs Budget - are you going to show both (comparison)?  if not, then you have to select a version at the beginning of the report.
#2 - Balance Sheet or Income Statement?  If you are showing consolidated data, you might need to include Period 13-16 for December, depending on what year-end adjustment entries are made and what special period they are made in (refer to your Fiscal Year variant for that).  Depending on the chart of accounts, you might have to make two separate queries
#3 - Periodic vs Cumulative.  If you don't have a cumulative key figure (such as in a BCS environment) then you will need to put in a range for the posting period (#-0FISCPER3).  In this case, remember to include the unassigned period (or period 0) to include your year-beginning balances
good luck