How-to guides

Have some rows always be the same formula

Use Calculated Rows for rows such as subtotals, consolidations, KPIs and cash flows

Calculated Rows

The Calculated Row is a powerful Francis feature.
If rows do not inherently have data source accounts but are derived from other rows, you can make them into Calculated Rows.
This is typically relevant for items such as margins, consolidations, the cash flow statement, and KPIs. These rows are not directly connected to data sources but derived from P&L and balance sheet rows.
Calculated Rows keep their original formula, even when looking at historic months, and adjust based on whether months show actuals/budget values.