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Within Aeros Vision's Financial Reporting function, in either Lines or Column, there are fields available to configure different Formulas. Formulas are grouped into one of two categories:

  • G/L Account Selection - Used when specifying criteria for locating numbers (dollars/units/stats) from the ERP database pertaining to specific G/L Accounts. Using the Formula Builder, you can select a wide range of filter criteria.
  • Mathematical - Used in an Excel like fashion to calculate numbers based upon other lines/columns.

 

G/L Account Selection

The easiest way to build your criteria for G/L Account selection is to click on the ... ellipses button within the formula cell to the right. Then, using the Account Selector / Formula Builder, select the desired G/L Account segments and values. Refer to the Account Selector documentation for more information.

 

 

Without using the Account Selector / Formula Builder, you can also enter in a standard WHERE clause type criteria:

 

OperatorDefinitionExample
=EqualWHERE Segment5 = ‘1000’
!= 
<>
Not equal
Not equal
WHERE Segment3 <> 100000
>
>=
Greater than
Greater than or equal to
WHERE Segment3 >= 70000

<=
Less than Less than or equal toWHERE Segment3 <= 85000
IN (...)List of valuesWHERE Segment3 IN (70000, 85000, 100000)
BETWEEN ... AND ...Inclusive of two values (and all values between them)WHERE Segment3 BETWEEN 70000 and 100000
LIKEDoes pattern matching with wildcard characters % and _WHERE Segment3Name LIKE ‘F%’
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