Custom Columns - Formula Editor Tab

Access this feature by opening an existing report (Reports>{Any applicable report}> Custom Columns) or by saving a new one.

Use this tab to build a formula for a custom column. You can move a column from the Available Columns box to the Formula box or enter the column name in brackets. The arithmetic operators multiply (*), divide (/), add (+), and subtract (-) are available for your formula, along with open and close parentheses. You can also choose to display the data as a percent, calculate as a variance, and determine the number of decimal places.

Note: You must select the Formula option on the Custom Columns tab in order to use this tab.

 

Available Columns: Select a column and then click the Mover (>) to move it to the Formula box. These columns change depending on which report you are running. Depending on the report, available columns include pre-defined columns, budget version columns, user defined fields, and other custom columns.

Formula Box: The system displays columns moved from the Available Columns box. You can also enter the column name in the Formula box as long as it is enclosed in brackets. The only characters that are allowed outside the brackets are:

• Numeric characters: 0 to 9
• Decimal point: .
• Mathematical operators: +, -, /, * (See Arithmetic Operators)
• Open and close parentheses: ( ) (See Arithmetic Operators)

Options

• Formula Results As Percent: Select this check box if you want the system to automatically display the data as a percent. Otherwise, the system displays the data as a decimal number. A basic formula would be: [Actual] / [Budget].
• Calculate as Budget Variance: Select this check box to calculate budget variances. You should set up your formula so that budget data is on the left side of the equation, while actual data is on the right. This option is not available for all reports with custom columns.
  To use this option to compare the period differences with actual data, set up your formula so that prior actual data is on the left side of the equation, while current actual data is on the right ([Prior Year Actual] - [Current Year Actual]). This will produce a column where a decrease in revenues will display as a negative amount and a decrease in expenditures will display as a positive amount.
  
• Decimal Places: Select the number of decimal places. If Formula Results As Percent is selected, only two or four decimal places are allowed; otherwise, you can enter up to five decimal places.