Simple Calculation Lines in Report Definitions

Overview

Values are determined by a simple calculation based upon values for one or more other lines, using Add (+) and Subtract (-) operators. 

Adding a Simple Calculation Line

1. Click Add to create a new line definition.
   
2. Change the line type to Simple Calculation Line.
3. Give it a description e.g. Total.
4. Under Line Definition, select the lines required for the calculation. For example, adding the 2 different customer groups (Wholesaler & Hospital) together.
   

Simple Calculation Lines With Column Offset

Note: This feature is only available in version 3.4.4 and later.

You are also able to select which column is used for a specific line. For example, if you wish to create a line which shows you the variance analysis vs the previous month, proceed as follows:

1. Create a simple calculation line as explained in step 1-3 above
2. Under Line Definition, click Show Column Offset
3. Set the offset you require. A positive number would equal a column to the right and a negative column to the left.

In the example above, IFP uses the same row for the calculation but subtracts the total from the previous column giving you the variance per month (see below example).

Note: When using a column offset IFP will use any column which is in that position. This means that what you see when using this with an Analysis vs Time Is likely to be different from when it is used with variance analysis.

Description

This will be the text shown in the description column in reports that use this definition

Total Level

See Totalling Levels.

Sign Rules

See Sign Rules.

Number Format

See Number Formatting.

Line Definition

When setting line definitions, the following fields are available for each component

Logic

Each component may either be defined as being an Add (+) or Subtract (-)  calculation.

Code

This is used to specify the lines that are used in the calculation. Click the button in this field to obtain a list of the available lines (only lines above the current one are listed).

Factor

This sets the factor to be applied to each line in the calculation. By default, this is 1, but may be set to any number (positive or negative).

For example, a line with factor 0.6 will give you 60% of the value of the defined items.

Description

This is purely a description to aid identification of the component and is not shown in any report output. When you choose an entry from a list, this will be set automatically. You may, however, edit it as you wish.

Advanced Options

There are several advanced options that can be used in creating a Report Definition. See Line Definition Advanced Options for more on these options.

Conditional Formatting

See Conditional Formatting.

For information on adding other calculations into a line, see Other Calculated Line Types in Report Definitions.