Sorry for the incredibly slow response to this.
I understand I can use a customer exit but after that I get a little confused.
In the CMOD work I can easily work out the current period but what I don't understand is how I write the IF statement. If period in query is less than than current period then text should be 'Actual' but if equal or greater should be 'Plan'.
In my query I have FISCPER3 in the columns with the keyfigure below. I don't have anyway of referencing the FISCPER3 in the query so I can do the IF statement. Or am I being dumb. FSCPER3 is fixed in the filter as being a range (Periods 1 -12). Does that make sense?