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Adaptive Planning
Last Updated: 2023-06-23
Example: Add Subtotals for Non-Contiguous Elements

Example: Add Subtotals for Non-Contiguous Elements

This example illustrates how to use a
Custom
 calculation element to subtotal noncontiguous elements in a matrix report.
A matrix report displays these GL accounts in the rows in the listed order for FY2022. To see your total income, you want to subtotal the Net Income and Non-Operating Income accounts that aren’t contiguous in the report.
  • Assets
  • Liabilities and Equities
  • Net Income
  • Expenses and Allocations
  • Revenue
  • Non-Operating Income
  • Cost of Goods Sold
  1. Go to
    Reports
    .
    The Overview page displays.
  2. Run the matrix report and click
    Edit
    .
  3. In the
    Elements
     tab, expand the
    Calculations
     element.
  4. Drag the
    Custom
     calculation element to the report rows and drop it after the last GL account.
  5. Right-click the
    Custom Calculation
     element and select
    Formula Assistant
    .
  6. Either search for or select these account elements on the report and click
    Insert into Formula
    :
    • Net Income
    • Non-Operating Income
    The accounts display in the
    Formula
     field.
  7. Insert the
    Plus (+)
     operator between the account elements.
    Example:
    RPT.3900_Net_Income+RPT.5100_Non_Operating_Income
  8. Click
    OK
     to close the formula assistant.
  9. In the report builder, right-click the
    Custom Calculation
     element and select
    Properties
    .
  10. Enter the label Total Income and click
    Apply
    .
  11. Save and run the report.
A
Total Income
 row displays below the GL accounts. You see the amounts summed up for Net Income and Non-Operating Income accounts.