Columns formulas are a quick and powerful way to gain more insight into your data. You can add column formulas to report, Tracking and Compare Cards. In this guide we're going to cover:
- Adding column formulas to tables
- Inverting variance on Compare Cards
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Adding column formulas
You can add column formulas to easily explore metrics such as variances, averages, financial year summaries and report totals.
Select the 'Columns' tab on a card and then add and remove different options to explore how they liven up your report.
Different column formulas will be added to different places in a table.
Summary columns are displayed only once at the end of a report.
Range columns will repeat over specified ranges, depending on how long your data range is. The financial year total will appear once at the end of every financial year in your table.
Inverting variance on Compare Cards
Compare Cards allow you to compare two columns of data - this could be two forecasts, forecast vs actuals, year vs year.
When you're using column variance formulas on Compare Cards the default behaviour is to compare column 1 to column 2. If you need to invert this; because for example, your columns are budget vs actual rather than actual vs budget, there's a switch to invert the comparison.
Once you've selected one of the comparison column formulas, check the second checkbox to invert the comparison: