Building a formula

In the Budgeting software, you can build a formula in a few different places:

  • Budget Configuration—When you configure charts, the formula builder is available when you select to Add/Edit Formulas.

  • Budget Tree—In the Line-Specific Options tab of the Edit Budget Line dialog box, the formula builder is available when you select a Percent as your Performance Measure.

For more information, see the following topics:

Various fields allow you to build a formula. These fields include:

  • KBI or Formula

  • Budget Line or Formula

  • KBI, Budget Line or Formula

  • Revenue Line or Formula

  • Expenses Line or Formula

  • Operating Profit Line or Formula

To build a formula:

  1. Select the ... Line or Formula field.

  2. From the drop-down list, select Add/Edit Formulas.
    The Manage Budget Formulas dialog box appears.

    Manage Budget Formulas dialog box

    Fields on the Manage Budget Formulas dialog box

    # Field Description Notes

    1

    		 Selector

    Opens a drop-down list of available formulas to select.

    2

    		 Add New

    Clears the Formula Name field and Operations table so that you can add a new formula.

    3

    icon

    Delete

    Deletes the selected formula.

    A message appears to confirm the deletion.

    		Edit Formula

    For instructions, see Building a formula

    4

    Formula Name

    Name of the selected formula.

    If you are adding a new formula, the field is empty and highlighted with a red border.

    Required.

    If you are editing a budget line, a Calculation Type field also appears. Option include:

    • KBI

    • Budget Line

    5

    Add line(s)

    Opens the Select KBI dialog box from which you select the KBIs to include in the formula.

    The options that appear in the Select KBI dialog box depend on your system's configuration.



    		Operations table For more information on working with formula tasks, see Formula tasks in the Manage Budget Formulas dialog box.

    6

    Operation

    Mathematical operation to apply to the selected KBI on a line-by-line basis. Operations include:

    • +—Addition

    • −—Subtraction

    • ×—Multiplication

    • ÷—Division

    Name

    Name of the KBI selected from the Select KBI dialog box.

    Read-only.

    Names of KBIs only appear in the column after they are selected.

    Actions

    • Delete

    • Move up/down

    7

    Formula Preview

    Displays the selected formula or the formula that was created in the operations table.

    Read-only.


    		Buttons

    8

    Cancel

    Closes the dialog box without applying your changes.


    Select

    Applies the formula and closes the dialog box.

  3. In the Formula Name field, type the name of the formula.

  4. Select Add Line(s).
    The Select KBIs dialog box appears.

  5. Select one or multiple KBIs to apply. You can either scroll through the list or use the Search field to find a KBI.
    The Manage Budget Formulas dialog box closes, and your selected KBI(s) appear in the Edit Formula table.

  6. If you selected multiple KBIs, see the following tasks to modify your formula.

    Formula tasks in the Manage Budget Formulas dialog box

    Task Steps

    Reorder lines

    In the line you want to move, hover your mouse pointer over the Drag to reorder icon ( button ) and drag to the desired position.

    Add new lines

    1. Select Add Line(s).
      The Select KBIs dialog box appears.

    2. Select one or multiple KBIs to apply. You can either scroll through the list or use the Search field to find KBI.
      The Manage Budget Formulas dialog box closes, and your selected KBI(s) appear at the bottom of the Edit Formula table.

    Select Operations

    Select the Operation type ( buttons ) in front of each line of the formula.

    For example, in the image below the AAA Departure line will be subtracted from the AAA Arrivals line.

    subtracting a line 

    Remove lines

    In the line you want to remove from the formula, select the Remove icon  ( button ).

    Note: As you update the formula, your changes are reflected in the Formula Preview section.

  7. When you are finished building the formula, select Select.
    The formula is applied to the selected chart.