This functionality requires the Financials and KPI-Analytics add-ons.
Generally
You can create your own tables from accounting data, budget and your own key performance indicators (KPIs), just as you can with your own graphs. The tables can then be used in dashboards and reports.
The basis of Boardeaser's tables is that formulas are entered on the rows and the columns control the time units. The result of the formula for the respective time unit is what is displayed in the cells.
Expand rows
All rows can be expanded when viewing the table (in a dashboard or report) by clicking on the plus sign on the row. When the row is expanded, the formula is displayed account by account.
Create table
Go to Finance > Analyze and click “New Table” to create a table.
After you have created a table, this view shows.
You can create a new table or start from an existing one. To start from an existing table, select the table in the "Select table" list, click the icon with three dots on the right, and then "Create copy".
If you want to create your own table, you can start by clicking on "Settings". There you can name the table. Enter a title and any sub-heading. If you want only to be able to edit the table, click on "Private" under "Visibility".
Manage rows
Click “Add row” to create a row, or click the pencil on a row to edit it.
Title
Enter what the line should be called.
Formula
In the "Formula" field, enter the formula for the row. In the formula you can use data from the accounting, budget and key figures (KPIs). You can enter only one variable (e.g. a single account from the sie4 file) or a more advanced formula with several variables. See examples below.
For example, enter -{3000-3999}. Then you include all accounts between account numbers 3000 to 3999. The same principle applies to whichever account range you specify. Click here to read more about Formulas.
Empty row
Check this option to create only a blank row. This is useful when you want a "header" without any data.
Expand accounts
Check this option to expand the rows from the start.
Show future and/or incomplete data and/or zero rows
If future data is activated, the data is displayed even after the set date ends (in the report or on the dashboard). Incomplete data shows data that the system otherwise judges as incomplete (e.g. the current month's accounting data).
Unit
Choose from these devices:
- Auto
- Currency
- %
- None
- Custom (specify device)
Text style and margins
The text style can be normal or header, and the margins can be affected Above and Below and Left (indent). Heading means that the test will be bold.
New Summary
Summation is a row type that automatically sums up other selected rows. Click on "Summarization" and select which rows are to be summed.
Compare with table
If you want to see an already saved table (e.g. income statement or balance sheet) as a reference, select the table you want to look at in the list at the bottom right. This table is not saved but is only a support when editing your table.
For a row to be complete with data, you need a column.
Manage columns
The columns are always time units in Boardeaser.
Click "New Column" to create one or more columns, or click the pencil to edit an existing column. You can specify the following for the column:
Title
Enter the title of the column. This is what will be the heading above the column or columns.
Interval and resolution
Interval is the time period to which the data should relate and can be Year, Tertial, Quarter, Month, Week, Day, Calender year or Relative. The resolution can be Year, Quarter or Month but never a longer time period than the Interval. This means that if the Interval is Quarter, the Resolution cannot be Year, and if the Interval is Month, the Resolution can also only be Month.
If you choose Month or Quarter as the resolution, 4 and 12 columns are created for these, respectively.
Accumulated, Show future and incomplete data
Check Accumulated to display accumulated data in the column. Example: if you entered Interval: Year and Resolution: Month, the formula will give the accumulated value during the year with Accumulated crossed out, otherwise the value will be displayed month by month.
Select "Show future data" to show budget data and more that lie ahead in time, otherwise only data up to the date to which the accounting data extends is displayed.
Select "Show incomplete data" to show accounting data for months that have not yet been completed, for example the current month.
Column formula
You can choose from a number of column formulas to apply to the results of the formula specified in the row. The column formulas available are:
- Budget: Applies the row's formula to the budget data instead of the accounting data
- Budget diff: Returns the difference between the budget data and the accounting data for the formula
- Budget %-diff: Gives the difference between budgeted value and outcome expressed as a percentage
- Previous Year: Applies the formula to the previous year's data
- Previous year diff: Returns the difference between the previous year's value and the latest value
- Previous year %-diff: Gives the difference between the previous year's value and the latest value expressed as a percentage
- Forecast: Displays budget data after accounting data ends
- Opening balance
- Opening balance the fiscal year
- Eliminations
- Custom: Here you can enter your own Meta-formula. For example "Prev(RowFormula)" gives the previous period's value for the formula
Unit
The auto-selected device Auto is preselected, otherwise you can select another one from these:
- Auto
- Currency
- %
- None
- Custom (specify device)