Add a calculation or a statistic row

The kinds of calculation

Add a row, choose Calculation, then choose what it shows:

• One figure as a % of another, such as gross profit as a % of revenue.
• One figure per unit of a statistic, such as revenue per employee.
• Days of one figure in another, such as debtor days.
• One figure divided by another.
• A ready-made ratio: gross margin, operating margin, net margin, current ratio, equity ratio, debtor days or creditor days.
• Your own formula.

Pick each figure by typing part of its name, or by clicking a row on the report. The list offers the rows of this section, totals from the standard statements, statistics and accounts. The name fills in from your figures, and you can change it.

Your own formula

Type plus, minus, times, divide, brackets and numbers between the figures you pick. Backspace removes the last step. Three buttons add more:

• Average of month ends for a balance or a statistic taken at a date.
• Only above nil to show a result only when it is above zero.
• Days in the period for a figure in days.

The panel reads the formula back in words, so you can check it.

Figures from the other statement

A calculation in a profit and loss section can use a balance sheet total, and one in a balance sheet section can use a profit and loss total. The list marks them with the statement they come from, and they are matched month by month.

What a calculation cannot do

• Use another calculation. Write the whole formula in one row instead.
• Use cash flow figures.
• Use a row from another section. For a balance from another section, choose a total from the standard statements.

Under More you can set the format, the decimals, the unit label, whether a higher figure is good, the style, the indent and a note.

Statistic rows

Add a row, choose Statistic, then choose the statistic. A statistic counted on a day shows the average of the month ends over a longer period. Choose Use the last month instead if you want the closing figure. A line with a running total can show it under More.

If the group has no statistics yet, the panel offers Open Statistics. Set up a statistic line explains how to add one.