This function requires the Financials and KPI-Analytics add-ons.
Variables in Boardeaser can be created in three ways:
- Predefined variables based on the sie4 files that are uploaded. Read more here.
- Download the KPI template, create a key figure as a variable, and enter the data for each time interval. Read more here.
- By entering a formula that includes accounts and KPI variables.
This article describes the last option above. The variables created in this way can be used in graphs and tables, i.e. in the same way as account variables and key figure variables.
Create variable
Click on "Financials"> "Data Management" in the left menu. Under the "Variables" tab, click "New variable".
Select variable
Either start from the formula for an existing variable or create an entirely new formula. If you want to start from an existing variable, click "Select variable" and select the one you want to start from. The formula is then displayed in the "Formula" field.
Define variable
Whether you start from an existing variable or create a new one, you then enter the name (NOTE: the name must only contain letters between a-z and _, i.e., no å ä ö or spaces), description, and unit. If you click "Private", you are the only user who can see the variable.
Formula
Click the field under "Formula" to enter the formula. When creating your new variable, you can use the usual calculations and other variables, just like when creating graphs and tables. Read more about formulas here.
Under the "Formula" field, the data that the formula provides is displayed. When you are done, click "Save", and the variable will be saved.
Now you can use the variable when creating graphs and tables!
Example
Create a variable that contains all revenue accounts:
- Name: total_revenue
- Formula: -{3000-3999}
Explanation: revenue accounts are accounts between 3000 and 3999. Entering 3000-3999 will sum all revenue accounts. Angle brackets {} are used to show change or month. Revenues are stored as negative values in the sie4 file, but usually, you want them as positive values, so you need to put the minus sign first.