Using IF THEN Calculations in FRx

You should know that IF THEN calculations are not only possible in FRx, you can use them in both the row and the column.

In the Row, use a CAL format code, then place your IF THEN statement in column D Related Rows.

In the column, use a CALC column type, then place your IF THEN statement in the Calc Formula cell. More »

FRx Training Manual is Ready

I’ve just finished writing FRx in 8 Hours—Introduction. It is a downloadable self-study tutorial, so you can begin learning immediately. For more information and cost, see FRx Training Manuals.

FRx Shortcut Keys

Try the F3 key in the Fmt Code dropdown box in a row:

FRx shortcut key

The F3 key works the same as clicking the dropdown box with the mouse. While I’d really encourage you to memorize Format Codes and not use the dropdown box at all, you can use F3 throughout FRx to save time when you don’t have the values memorized.

While I’m at it, F1 brings up FRx Help, such that it is. F2 allows you to Edit, just like in Excel. Alas, F4 does not repeat the edit as it does in Excel. I’ve been asking for it for years but given FRx’s future, I’d say my hopes are toast.

Other keyboard shortcuts are the ones you may use in other Windows applications: Ctrl S to Save, Ctrl C to Copy, Ctrl V to Paste…but no Ctrl Z to Undo!

FRx SP10 came out in late March 2008. It brings the option to use red for negative numbers at all detail levels. How to do that?

In the catalog, go to the Report Options tab, then the Formatting tab, and it’s the last checkbox in the list. Enjoy!

FRx comes with a demo company called FW, or Fabrikam. Fabrikam uses the FRxDemo spec set. A spec set is simply a grouping of reports. Each FRx company points to a single spec set. Anyway, the FRxDemo spec set is full of sample reports that might give you a headstart on creating your own reports. Today we’re going to grab a Rolling Quarter P&L from Fabrikam and bring it into a live spec set. More »

More on FRx and XBRL

Check out Mark Polino’s recent DynamicAccounting post on XBRL, FRx & PerformancePoint: “…it’s increasingly likely that XBRL (the xml based financial statement/reporting language) is going to be mandated by the SEC…”

I heard essentially the same thing at Convergence in March. Here’s what I found out about XBRL and FRx. More »

I’m such a fan of FRx’s View Subtotals feature that I wanted to highlight it here even though I’ve already posted on it in How to Get Two FRx Reports in One. That post is a ‘how to’ but in this post I’ll tell you how I used it the other day to tie out very quickly. More »

A New Look for FRxBuzz

And all new URLs too! The primary FRxBuzz.com link still works, but if you’ve bookmarked any individual posts or pages, be sure to update. I’ve also renamed some posts and tweaked some content here and there. This new design should be way more user-friendly. Here are some changes:

  • Should load faster
  • Comments to posts will be easier to make
  • You can subscribe to comments so you’ll get an email if there’s a comment after yours
  • Share This will allow you to email a post
  • Links on the right hand side are more organized
  • Print This Post allows for easier printing of an individual post
  • Future: I’m tweaking a list of related posts to each article
  • Future: I’m working on getting the site to render correctly on a phone

Behind the scenes, the administration is far easier for me, so hopefully I’ll have more time to post! Jan

If you’re entertaining the idea of migrating from FRx to Management Reporter, here’s a laundry list of functionality, both what’s new and what’s missing.

Management Reporter New Features:
Currently GL module only, but eventual reporting beyond gl data
Column page breaks
Undo redo (huge applause for this one!) More »

If you want to migrate reports from FRx to Management Reporter, a migration tool exists today. It doesn’t bring over everything, but then you wouldn’t really expect it to. I have lists at the bottom of this post of what comes over and what doesn’t. First, though, a couple of thoughts.

I heard lots of comments about ‘easy to migrate’. I didn’t really buy that. You should know that because Management Reporter is ‘dimension aware’, it could be a good bit of work to migrate over unless you’re on AX (which is also dimension aware). You will have to reselect accounts. It’s on my list to investigate. More »

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