Reporting - Custom Complex Formulas
Ability to create custom formulas in reporting, specifically to be able to (+) some accounts and (-) others. Support referred to this as custom complex formulas, but it is a simple formula. We just need to be able to customize them.
Heather Trowbridge
shared this idea
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Jaysee Pillay
commented
Keen to understand if there are plans on Xero's Roadmap and trajectory to augment Formula Function Support. At this time, Xero does not support advanced functions such as text modifiers, regex (regular expressions), string manipulation, or date functions within custom report formulas.
The only capabilities available are:
Basic arithmetic: +, -, *, /
Simple conditional logic: IF statements.
A simple use case is being more scientific with Forecasting. Rudimentary math operators do not suffice the complexities of CAGR and NPV.
If a regex or extended functions are added, reporting can become much more centralised in Xero's environment as opposed to modeling in Excel and plugging in numbers into a Budget Manager.
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Mark Barrett
commented
It would be good if complex formula's could be added so you can calculate marginal corporation tax relief instead of needing to download to excel
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Jordan Cowsill
commented
This is needed!
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Michael O'Loan
commented
The Territory Total Percentage Calculation is incorrect. The Territory Total Percentage Calculation only adds the Territory Percentages together rather than recalculating the percentage. Needs to be fixed
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Julie Smith
commented
Xero is currently very limiting in report layout changes - the add formula section sounds great but it only allows us to select from 3 Sales totals to include in a formula - no other accounts or group totals could be included in a formula - this should be part of the basic functionality of editing custom reports. very disappointing. Custom formulae are important to ensure reports are tailored to the individual business.