A function is a formula that is calculated based on the values you want to use. In Boardeaser's case, values can mean either accounting accounts or KPIs. Simpler functions can be selected from a dropdown list in Key Figures and Accounts, but in Advanced, you can combine functions
Examples of functions are: accumulated, budget, previous year, and Rolling 12.
You can combine functions, e.g., by combining the accumulated and the budget for turnover to get the accumulated budget. If you want to combine several functions, enter the second function within the first function's (Expression)
| Function | Explanation | Formula input / Add data source |
| Budget | Gives the period's | Budget(Expression*) |
| Previous period | Gives the outcome for the previous period | Prev(Expression*) |
| Accumulated Budget | Gives the accumulated value so far of the year's budget | Ack(Budget(Expression*)) |
| If | Gives the outcome if Expression is greater than 0 (then A is shown) or equal to 0 (then B is shown) | If(Expression*, A,B) |
| Previous year accumulated | Gives the accumulated outcome over the same period last year | PrevYear(Ack((Expression*)) |
| Business area 1 minus Business area 2 | Gives the result for one business area minus another. This can also be done through an advanced business area. Read more HERE | (Origin(Expression*,@Tag1#)) - (Origin(Expression*,@Tag2#)) |
* Where it says Expression, it should be replaced with accounting accounts, KPIs/variables or another function to combine, provided there is data to calculate.
# If it is a tag for the company itself (SELF.XXX) or if the business area starts with SELF, do not use @ before the tag but instead write, for example, (,SELF.ADM) to include the company or business area in the formula.
Read more here if you want to know what different functions are available to use.
More formula functions for components
See below for examples of how to use a function:
Specific budget
Budget(-{3000-3999}) - which gives values from the active budget for the account range 3000-3999.
Ack(Budget(-{3000-3999})) - gives values from the active budget accumulated for the account range 3000-3999
Read more about how to use budget/forecast in a formula using a tag.
Function together with a variable
If(-{3000-3999}, BVM, 0) - where BVM (which in this case is a variable for calculating gross profit margin) will be calculated if the sum on account 3000-3999 is greater than 0, otherwise 0 will be shown.
You can replace the account range with individual accounts or another range.
OB mis issing for the cost centre
Some accounting systems do not support cost centres on OB, but it is booked on the balance sheet accounts for the previous year.
To get OB, you should instead look at CB for the previous year.
Replace the OB column's formula with the CB formula for the previous year:
UB(PrevYear(Expression*))
Summing a business area and part of another business area
If you want to allocate the amounts in the income statement per business area, but also want to allocate, e.g. overhead to other business areas in an income statement report.
This assumes it is a standard income statement (without formulas at the row level), where you adjust the columns with the calculation for each business area to be shown.
Column formula "Business area 1 + 20% of business area 2" is converted to:
Origin(RowFormula,SELF.1)+0.2*Origin(RowFormula,SELF.2)
(RowFormula means that it is the income statement accounts on each row that are calculated)
NOTE! It must be . (full stop) and not , (comma) when entering the decimal number in the calculation.