Adding Column Formulas to your cards

Written by Rob Guard

Columns formulas are a quick and powerful way to gain more insight into your data. You can add column formulas to report, tracking and comparison cards.┬áIn this guide we’re going to cover:

  • Adding column formulas to tables
  • Inverting variance on comparison cards

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 option on a card and then add and remove different options to explore how they liven up your report:

 

Different types of column formulas will be added to different places in a table.

Period columns
Period columns are added once per period in the report. So if you have 6 months of data on view you’ll double the width to 12 columns.

Summary columns
Summary columns are displayed only once at the end of a report.

Range columns
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 Comparison Cards

Comparison cards allow you to compare 2 columns of data – this could be 2 scenarios, scenario vs actuals, or a budget and forecast of the same scenario.

When you’re using column variance formulas on comparison cards the default behaviour is to compare column 1 to column 2. If you need to invert this; because for example you’re 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.