Have some rows always be the same formula
Use Calculated Rows for rows such as subtotals, consolidations, KPIs and cash flows
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.
Last modified 28d ago