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    1. Select a Percentage row and click on Formula button.
    2. Select a formula to use. If you are doing a basic formula like Add, Subtract, Multiply, Divide or Sum, select any of these and then select the 2 rows that will be the operands and click Ok. 

    3. However if you are doing a formula that is not catered by the available formula operators then you may use the Formula field and configure the formula manually and then click Ok.
    4. The formula will then be shown in the Row Calculation field.
    5. Proceed with assigning Filter Accounts for this row. There are 2 ways to do this and each is explained in the topics below.

 

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title15.3 and below

The Row Calculation screen is where you configure formula for your Total Calculation row. 

Note

Note that Only Calculation, Hidden, Cash Flow Activity and another Total Calculation rows will be available in building a formula row.

The following will guide you on how to configure a formula row.

  1. As you select Total Calculation row type in the Row Type field, Row Calculation screen will automatically be opened.
  2. In the Row Calculation screen,  new row will be available in the grid section. 
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  3. Place cursor on the ID field, the dropdown combobox button is shown. Click that button to bring down the combo box where rows to build the formula are shown. Select the row. The Description field will then show the description of the selected row.
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  4. In the Action field, select an operator.
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  5. Repeat steps 1 to 4 as necessary to build your formula.

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    Info

    Notice as you work on adding rows and assigning an operator, the Preview field at the bottom of the screen will show the configured formula. In that way, you have a better view while you are building the formula.

  6. Save the record. You can click the Save toolbar button to save it. In case you miss to click this button and you click the Close toolbar button or the x button at the top right corner of the screen, i21 will prompt you if you would like to save it before closing the screen.
  7. You will be back in the Row Designer screen. In the Related Rows field, notice that the formula built is shown.
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Expand
title14.4

The Row Calculation screen is where you configure formula for your Total Calculation row. 

Note

Note that Only Calculation, Hidden, Cash Flow Activity and another Total Calculation rows will be available in building a formula row.

The following will guide you on how to configure a formula row.

  1. In the Row Designer record, select the Total Calculation row you would want to build the formula. Then place cursor on Related Rows field, the ellipsis button will be shown. Click that button and Row Calculation screen will open.
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  2. A new row will be available in the grid section. 
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  3. Place cursor on the ID field, the dropdown combobox button is shown. Click that button to bring down the combo box where rows to build the formula are shown. Select the row. The Description field will then show the description of the selected row.
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  4. In the Action field, select an operator.
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  5. Repeat steps 1 to 4 as necessary to build your formula.

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    Info

    Notice as you work on adding rows and assigning an operator, the Calculation field at the top of the screen will show the configured formula. In that way, you have a better view while you are building the formula.

  6. Click the Ok toolbar button to close the screen and apply the formula to the selected row. 
  7. You will be back in the Row Designer screen. In the Related Rows field, notice that the formula built is shown.
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