Accumulated values ​​in columns

There are a few different ways to create a column of accumulated values. Here are some common examples:

1. A column with accumulated outcomes to report date
2. A column with accumulated budget or forecast to the end of the financial year
3. A column with the outcome to report date and then budget or forecast to the end of the financial year
4. Rolling accumulated outcome regardless of the financial year
5. Diff between budget and budget+outcome to the end of the year.

You can either edit a column or create a completely new column. To edit a column, click the pencil above the column you want to change. To create a new column, press the "New Column" button.

1. Column with an accumulated outcome to report date

Enter these settings in the column to get the monthly accumulated yield from the row:

• Interval: Years
• Resolution: Month
• Click on "Accumulated"

Clicking on "Accumulated" corresponds to the column formula Ack(Rowformula)

2. Column with accumulated budget or forecast to the end of the financial year

Enter these settings for Year End Budget:

• Interval: Years
• Resolution: Month
• Click on "Accumulated"
• Click on "Show future data". Select Column formula: Budget

Enter these settings forecasts (which do not take outcomes into account but only show loaded data for the currently active forecast) until the end of the year:

• Interval: Years
• Resolution: Month
• Click on "Accumulated"
• Click on "Show future data"
• Select Column formula: Budget
• Select Budget: Forecast

3. Column with the outcome to report date and then budget or forecast to the end of the financial year

Column formula: Forecast shows outcome to report date and then forecast data if there is a forecast. Otherwise, budget data.

If there is only an active budget (but not a forecast) for the fiscal year, set it up like this:

• Interval: Years
• Resolution: Month
• Click on "Accumulated"
• Click on "Show future data"
• Select Column Formula: Forecast

If there is both an active budget and a forecast for the fiscal year, set the same as above if you want results for report date + forecast data, but if you want results for report date + budget data, set it as follows:

• Interval: Years
• Resolution: Month
• Click on "Accumulated"
• Click on "Show future data"
• Select Column Formula: Forecast
• Select Budget: Active

4. Rolling accumulated outcome regardless of the financial year

Set as follows:

• Interval: Month
• Resolution: Month
• Select: Column formula: Custom
• Enter column formula: SumLast(Rowformula,12,1)

If you want to show rolling sections, enter this column formula instead: SumLast(RowFormula,12,1)/12

5. Diff between budget and budget+outcome to the end of the year

If you have a column with accumulated budget for the current financial year, a column with forecast that shows the outcome to the report date and then the budget data accumulated to the end of the year, you can enter these settings to see what is budgeted minus what is outcome+budget:

• Interval: Month
• Resolution: Month
• Click on "Show future data"
• Column formula: Own
• Column formula: Ack(Budget(RowFormula))-Ack(Forecast(RowFormula,@active))