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Knowledge and Support - Adaptive Insights

How do I setup a Remaining Budget calculation in my reports?

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

I want to setup a Remaining Budget calculation, where the calculation subtracts the Year-to-Date (YTD) Actuals from the Fiscal Year (FY) Budget. Is this possible?  

Answer

The can be accomplished by using a Difference element in combination with a Display As Custom element: 

  1. Create a new segment
  2. Apply a Difference element that's set to subtract Actuals from the plan version
  3. Apply a time element that would hold the YTD month (this may be tied to a month parameter)
  4. Apply a Display As Custom element
  5. Apply the following formula to the Display As Custom element:
if(this.version.isactuals, 
switch(fiscalmonth(this), 
1, acct.this, 
2, acct.this[time = this-1:this], 
3, acct.this[time = this-2:this],
4, acct.this[time = this-3:this],
5, acct.this[time = this-4:this],
6, acct.this[time = this-5:this],
7, acct.this[time = this-6:this],
8, acct.this[time = this-7:this],
9, acct.this[time = this-8:this],
10, acct.this[time = this-9:this],
11, acct.this[time = this-10:this],
acct.this[time = this-11:this]),
acct.this[time = this.year]) 

The report should now be setup with a column that holds the remaining budget value.