Management Reporter - Variance Calculations

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Posted on by KenChan

I have a management report set up with Actual compared to Budget. For some of the variances I want to show it as a negative variance and some I want to show as a positive. Is there a way to do a negative variance for specific rows only?

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KenChan on at

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Since a pictures says a thousand words...

Management reporter currently calculates Actual - Budget. However, for "Burn Rate", I need it to calculate Budget - Actual, and for "Sales", I need it to calculate Actual - Budget.

Does anyone have any suggestions on how to change the column formula for specific rows?

Thank you

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DollyLee 5 on at

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Hi Kenchan,

Go to the Column Definition

In the column that has your variance formula, make sure the print control has XCR in it.

XCR = Change sign in column if normal balance of row is credit

Hope this helps.

-Dolly

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Ian Grieve 22,784 on at

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You should also be able to do it using a custom format of 0;0 or the old FRx way of using an If statement;

(IF D<0 THEN D*-1 ELSE D).

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bridgetg 20 on at

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Hi DollyLee,

I am desperately trying to figure out what I'm doing wrong with our company budget statements. Everywhere I read people are suggesting the XCR print control, but our statements are already set up this way and they don't seem to be calculating right. I have double and triple checked that all rows necessary are coded with C for normal credit balance, and my column definition has the XCR, but when I generate this is what I get:

Actual Budget Var F(U)

Sales 112 350 (238)

COS 129.9 269.6 139.7

GP (18) 80.4 (377.7)

Any suggestions?

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KenChan on at

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try changing your calculation priority. in the settings view in the report definition select 'perform row calculation first then column. I am assuming you have the perform column calculation first then row.

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bridgetg 20 on at

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Thank you sooo much KenChan! That worked perfectly!

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KenChan on at

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glad to be of service.

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Community Member on at

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Hi KenChan

I have query related to AX2012 with Management Report, In AX I have a budget for all revenue accounts I put -VE values for expenses I put +VE values but when I designed the report in Management Reporter all the values in budget column came in -VE value, can you please help me.

Regards

MS

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