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Adaptive Planning
Last Updated: 2023-06-23
Example: Display Expenses with Negative Values

Example: Display Expenses with Negative Values

This example illustrates how to use a
Custom
 calculation element to display an expense account value with a negative number format.
A matrix report displays these GL accounts in the rows for FY2022 for the Working Budget version:
  • Net Income
  • Cost of Goods Sold
  • Operating Expenses
  • Revenue
The Operating Expenses amount currently displays as a positive value. You want to display the amount as a negative value.
  1. Go to
    Reports
    .
    The Overview page displays.
  2. Run the matrix report and click
    Edit
    .
  3. In the report rows, right-click the Operating Expenses 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 Operating Expenses.
  6. Right-click the
    Custom Calculation
     element and select
    Formula Assistant
    .
  7. Under
    Account
    , expand
    GL Accounts
     and select
    Operating Expenses
    . You can also search for the account. Click
    Insert into Formula
    .
  8. In the
    Formula
     field, after the account code syntax, enter
    *-1
    .
    Example:
    [3000]*-1
  9. Click
    OK
     to close the formula assistant.
  10. Right-click the
    Custom Calculation
     element and select
    Properties
    .
  11. Enter the label Operating Expenses. Select
    Numbers
     and then select a negative number format.
    Example: Select a format that displays negative amounts with a minus (-) sign.
  12. Click
    Apply
    .
  13. Save and rerun the report.