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

 

 

 

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
KellieGardner
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
February 13, 2024

project report


Hi James -

 

Since you are running a project report you won't be able to pull in the data from a lower object quite the way you would think. 

 

  • Typically you can report up on objects but not down however there are a few workarounds with things like collections to get task information into a nested column. You could do a collection reference to also get expense information but you wouldn't be able to do the calculations you are trying with it.

 

  • Since your calculated fields are on individual expenses there isn't a true sum of these values stored together for you to reference to add and subtract again. You would first need to find a way to calculated the total sum for each calculated field across your various expenses. 

 

I would suggest looking into running an expense report to get the data you need instead of a project report. Then you can work with summing the columns, etc. You might even be able to build some calculated fields to get that information to the project and then report it out.