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Remaining Budget Calculation

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

I want to setup a Remaining Budget calculation, where the calculation subtracts the Year-to-Date (YTD) Actuals from the Fiscal Year (FY) Budget. Is this possible?  

Answer

The can be accomplished by using a Difference element in combination with a Display As Custom element: 

  1. Create a new segment
  2. Apply a Difference element that's set to subtract Actuals from the plan version
  3. Apply a time element that would hold the YTD month (this may be tied to a month parameter)
  4. Apply a Display As Custom element
  5. Apply the following formula to the Display As Custom element:
    • if(this.version.isactuals,

      switch(this.year.positionof(this.month),

      1, acct.this,

      2, acct.this[time=this-1:this],

      3, acct.this[time=this-2:this],

      4, acct.this[time=this-3:this],

      5, acct.this[time=this-4:this],

      6, acct.this[time=this-5:this],

      7, acct.this[time=this-6:this],

      8, acct.this[time=this-7:this],

      9, acct.this[time=this-8:this],

      10, acct.this[time=this-9:this],

      11, acct.this[time=this-10:this],

      acct.this[time=this-11:this]),

      acct.this[time=this.year])

The report should now be setup with a column that holds the remaining budget value.  

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