P&L Report - Nested Variances / Variance of Formula Columns
I was able to add columns on a report to show tracked category subtotals alongside category totals, then I used 3 formula columns to show the category totals excluding the tracked category values and then the variance by $ and % excluding the tracked category values.
It would be nice instead to be able to make Variance columns that will refer to other Variance columns and/or Formula columns. This way, I gain the benefit of colour coding and arrows for these formulae, making them more directly comparable and more visually consistent!
Heide Baer
shared this idea
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Nicholas Cole
commented
IF statement based on variance data.
I am not sure if Xero HQ is where it needs to be requested, but the FORMULAS in REPORT EDITING are too strict. Please allow FORMULAS to include VARIANCE data/coloumn. I want to create a report that allows FORMULA to be driven from the variance data only - and not include other bulky data not required. For example, in the attached screenshot - I only want to show the GREEN data. TRADING INCOME = a group of accounts, summarised. Variance coloumns are XERO coloumns. BONUS = is to equal 30% of the increase IF the increase was greater than 1.5%.