Setting the base row for a column calculation in Management Reporter

In a column definition, the CALC column type indicates a column that specifies a formula in the Formula row. This formula operates on the data in one or more columns of the report and can include the CBR keyword to indicate a row within the report.

The CBR (Change Base Row) format code in a row definition defines the base row for columns that calculate a percentage of or multiply by the base row for each row in the report. A row definition can include multiple base rows-for example net sales, gross sales, and total expenses. A base row is used for all calculations until another base row is defined.

For example, to determine expenses as a percentage of net sales, you could divide the value in each expense row by the value in the net sales row. In this case, the net sales row is the base row.

Show me an example

For example, row 45 of the following row definition excerpt shows that the base row for calculations is row 140.

Row Code

Description

Format Code

Related Formulas/Rows/Units

...

Link to Financial Data Source

45

CBR

140

95

DES

98

Revenue

DES

99

DES

100

Sales

410?-(4109)

110

Sales Returns

4110

120

Sales Discounts

4250

130

---

140

Net Sales

TOT

190-220-250

150

DES

160

COGS

450?-(4509)

170

---

180

Gross Margin

TOT

310-370

In the following column definition excerpt, the calculations use the CBR code. The calculation in column C has the effect of dividing the value in column B of the report by the value in row 140 of column B. The format override in column B prints the result of the calculation as a percentage. Similarly, each amount in column E is the amount in column D expressed as a percentage of net sales.

 

A

B

C

D

E

Header 1

% of

% of

Header 2

@Month

Net Sales

YTD

Net Sales

Column Type

DESC

FD

CALC

FD

CALC

Scenario / Attribute Category

ACTUAL

ACTUAL

Fiscal Year

BASE

BASE

Period

BASE

BASE

Time Range

PERIODIC

YTD

Formula

B/CBR

D/CBR

Column Width

40

Extra Spaces Before Column

Format / Currency Override

#,##0.0%;(#,##0.0%)

#,##0.0%;(#,##0.0%)

Set the base row for a calculation in a column definition

  1. Double-click the Format Code cell, and then select CBR.

  2. In the Related Formulas/Rows/Units cell, type the row code for the base row.

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