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:
Operator | Definition | Example |
= | Equal | WHERE 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 to | WHERE Segment3 <= 85000 |
IN (...) | List of values | WHERE Segment3 IN (70000, 85000, 100000) |
BETWEEN ... AND ... | Inclusive of two values (and all values between them) | WHERE Segment3 BETWEEN 70000 and 100000 |
LIKE | Does pattern matching with wildcard characters % and _ | WHERE Segment3Name LIKE ‘F%’ |