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Adaptive Planning
Last Updated: 2023-06-23
Example: Reverse the Sign for Specific Accounts

Example: Reverse the Sign for Specific Accounts

This example illustrates how to reverse the sign of an account that isn't one of these account types:
  • Expense
  • Liability
  • Equity
A matrix report displays these details in the rows for FY2022 for the Working Budget version:
  • Gross Margin
  • Liabilities
  • Equity
  • Variance Between Liabilities and Equity
The report currently uses:
  • A
    Difference
     calculation element to calculate the variance between the Liabilities and Equity.
  • The
    Reverse Sign
     property on the
    Difference
     calculation element to reverse the sign (from plus to minus) for the variance amount.
You want to reverse the sign for the Gross Margin account from plus to minus to reflect a loss. Since this account type isn’t an expense, liability, or equity, you decide to use a custom calculation element.
  1. Go to
    Reports
    .
    The Overview page displays.
  2. Run the matrix report and click
    Edit
    .
  3. In the report rows, right-click the Gross Margin account and select
    Delete
    .
  4. In the
    Elements
     tab, expand the
    Calculations
     element.
  5. Drag the
    Custom
     calculation element to the report rows and drop it to the placement of Gross Margin.
  6. Right-click the
    Custom Calculation
     element and select
    Formula Assistant
    .
  7. Under
    Account
    , browse to Gross Margin. You can also search for it. Click
    Insert into Formula
    .
  8. In the
    Formula
     field, add
    -1*
     before the account code for Gross Margin.
    Example:
    -1*[PL_GM]
  9. Click
    OK
     to close the formula assistant.
  10. Right-click the
    Custom Calculation
     element and select
    Properties
    .
  11. Change the label to Gross Margin. Click
    OK
    .
  12. Save and rerun the report.
The Gross Margin account displays a minus sign for the value.