Comments on: Using IF THEN Calculations in FRx

By: Grant

Grant — Wed, 05 Oct 2011 22:15:57 +0000

Hi Jan
I am looking for a way to 2 columns MTD and YTD in dollars and beside It I would like to calculate a unit cost….for example
Column B=MTD$, Column C=YTD$, Column D=MTDUnit$, Column E=YTDUnit$.
I have been able to get the desired result by using column references on separate lines….line 100 shows values pulled from the GL in column B and C and line 130 shows calculated values in columns. I would like to combine the 2 rows into one but if I use a regular calculation it just combines the total cost and the unit cost together.
Any ideas?
Thanks
Grant

By: Jan Harrigan CPA

Jan Harrigan CPA — Thu, 07 Jul 2011 14:12:11 +0000

It sounds an awful lot like you need to use column placement. There may be an easier way, but I'd have to see what you're doing to tell for sure. Good luck!

By: Grant

Grant — Tue, 05 Jul 2011 23:19:39 +0000

Hi There
I am using unit accounts in a report that has both MTD column and a calculation that adds up each period 1-12 to get a correct YTD number (exchange issues).
The issue I am having is that some units accounts are regular i.e. add up periods 1-12 for a total YTD unit while other unit accounts are non-cumulative (each month stands alone).
Can you think of a way to identify certain rows as non-cumulative and have the MTD figure appear in the YTD Calculation column?
Hope that makes sense.
Grant

By: Jan Harrigan CPA

Jan Harrigan CPA — Fri, 04 Feb 2011 17:44:41 +0000

Don’t think you can return a “yes” but you can return the amount which is what you’re doing above. You might try this instead of the ‘abs’:
if p < -50000 or p > 50000 then p else 0

By: Robby

Robby — Thu, 03 Feb 2011 18:28:59 +0000

I’m attempting to add a few column’s to my income statement that will look at the actual vs. budget variance column, compare it to a variance threshold, then return a “yes” if the variance is exceeded.

IF ABS P>50000 THEN P ELSE 0

Thought this would be simple, but its not working out.

I also wanted to have a column that looked a % variance column and returned a “yes” if the % variance exceeded 10%.

IF ABS P>50000 THEN P ELSE 0

This doesn’t work either.

Do I need to make adjustments to my rows??

Any help would be much appreciated!

By: Jan Harrigan CPA

Jan Harrigan CPA — Tue, 18 Jan 2011 19:59:55 +0000

The bad news is that what you’re trying can’t be done because the account number field is not a numeric field.

But I’m guessing you’re trying to flip signs in the revenue section. If so, the good news is that there’s a much easier way than if/then/else. See the 3 tricks are in the ‘budget variance’ section of my post on top 12 FRx tricks. Do a search (on this site) and you’ll see exactly what to do.

By: Debbie

Debbie — Tue, 18 Jan 2011 19:27:37 +0000

I have a comparatve statement that was created in FRX. I want to Sbutract this years column from prior year column if the account number is >= 40000 and =”40000″ and b<= "49999" then c-e else e-c. Can this be done? It does not seem to be working.

By: Jan Harrigan CPA

Jan Harrigan CPA — Thu, 13 Jan 2011 17:35:53 +0000

Thanks! No re referencing the base period in the row, but you might try a search re ‘average headcount’ for some information on dividing by the period number.

By: Kris Sundberg

Kris Sundberg — Thu, 13 Jan 2011 17:26:59 +0000

Great Thread! I was wondering if it was possible to reference the Base Period of a report in the row. I’d like to use the If/then statement to determine whether to pull a year over year growth based on a budget, or based on the actuals for a report that shows 24 months of data through dec 2011

By: Jan Harrigan CPA

Jan Harrigan CPA — Thu, 11 Nov 2010 00:02:17 +0000

No…I wish! Jan