SUB ({budget}, {Actual Expenses}) Native - calculated | Community
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J
JamesCh6
Level 2
February 6, 2024
Question

SUB ({budget}, {Actual Expenses}) Native - calculated

  • February 6, 2024
  • 1 reply
  • 1441 views

 

 

attempting to: subtract a calculated column of {actual expenses}  from the native project {budget} field. 

example: (column 1 "native budget field") - (column 2 "calculated actuals") = column 3

 

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1 reply

KellieGardner
Community Advisor and Adobe Champion
KellieGardnerCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
February 6, 2024

You would need to include the calculation of your calculated column in the calculation for your third column.

 

SUB({budget},calculated column expression)

 

 

 

    J
    JamesCh6Author
    Level 2
    February 7, 2024
    SUB({budget},{DE:Tech Services - Period 1 Actual},{DE:Tech Services - Period 2 Actual},{DE:Tech Services - Period 3 Actual},{DE:Tech Services - Period 4 Actual},{DE:Tech Services - Period 5 Actual},{DE:Tech Services - Period 6 Actual},{DE:Tech Services - Period 7 Actual},{DE:Tech Services - Period 8 Actual},{DE:Tech Services - Period 9 Actual},{DE:Tech Services - Period 10 Actual},{DE:Tech Services - Period 11 Actual},{DE:Tech Services - Period 12 Actual})
     
    not returning any values
    J
    JamesCh6Author
    Level 2
    February 10, 2024

    Final Question (I think).

     

    What kind of report are you running? Based on your header for the budget field that's populating (project:budget), I'm now thinking this is not a project report as I expected. If it's not a project report you need to reference the fields differently.

     

    For instance, if it's a project financial data report the project budget is actually {project}.{budget} and not just {budget} and your custom form fields would also need to have the {project} predecessor on them  - {project}.{DE:Tech Services - Period 1 Actual}

     

     


    okay very helpful. Where can I find the predecessor for an expense object?

     

    Here is the winning formula: 

    SUB({project}.{budget},{DE:Tech Services - Actual Spend})
     
     
    next steps is calculating all of these expenses into a new total that can be viewed in a summary. 
     
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