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Antony

How to use the variables/formulas on the 'Financial Table' page

Antony 2020-10-19 14:46:46


How to use the variables/formulas on the 'Financial Table' page

------CORPO:
Here is another interesting Technical support case.

Request
How can you use the variables/formulas of the 'Financial Table' to obtain amounts addition and/or apply a percentage to a given amount?

Answer
To obtain that, the following variables must be used:
1) $Tn$ --> sum of amounts from row 'n' to row 'n'.
This variable allows you to obtain the total amount given by the SUM of the amounts present in the rows indicated. For example, to obtain the sum of the amounts present in rows 4, 5, 6 and 7 of the grid (consecutive rows), in field 9 you must insert the variable $T..T$ with references to the row interval concerned: $T4..T7$ --> see figure

2) $Tn$ --> total amount row 'n'.
This variable allows you to obtain the amount of the specified row in a field. For example, to get the amount present in row 9 of the grid, in field 10 you would enter the variable $T$ with the reference to the row concerned: $T9$. In this case, then, just add a mathematical operator followed by another variable or a value to obtain the amount resulting from the formula in row 10 --> see figure

The sums and totals obtained through the use of variables are automatically updated when the Amounts (to which the variables refer) are modified.

Further figure on the use of variables:.
--> see figure

Relating video:.
--> The Financial Table


Below are all the local menu options of the Financial Table fields:.
1) Total amount row 'n' $Tn$: the amount of a previous row is shown in the "description" field string or in an "amount" field (or in the formula contained in it); the option Total amount row 'n' $Tn$ inserts the string $Tn$ in the selected field; you need to add the order number of the field from which the amount is to be drawn to this string on the right of the letter T;
2) total amount addition $Ts$: it shows the sum of the amounts of all the fields that precede it in the "amount" field or in the formula contained in it;
3) total amount addition from row n1 to n2 $Tn1..Tn2$: in an "amount" field or in the formula it contains, the sum of the amounts of a group of consecutive fields that precede it; this option inserts the string $T in the field. .T$; to this string the order number of the first and last field of the group whose summation of the amounts is to be obtained must be added respectively to the right of the first and second T,;
4) $line$: inserts a sum line in the selected "amount" field;
5) double line $dline$: inserts a double sum line in the selected "amount" field;
6) Lump-sum Work Amount: enters the amount of the document's Lump-sum works in the selected field;
7) Measured-sum Work amount: enters the amount of the document's Measured-sum Work in the selected field;
8) Day Works Total Amount: enters the Day Works amount of the document in the selected field;
9) "Health and Safety COSTS (special) amount": enter the amount of HEALTH AND SAFETY COSTS (special) of the document in the selected field;
(10) "HEALTH AND SAFETY COSTS (direct) amount": enter the amount of HEALTH AND SAFETY COSTS (direct) of the document in the selected field;
11) Total Amount: enters the Total Amount of the document in the selected field.


Note - The elements that make up a formula (numerical values and/or variables selectable in the local menu of the field) must necessarily be linked together by one of the following mathematical operators:
+ --> addition
- --> subtraction
* --> multiplication
/ --> division
^ --> exponentiation or square root
In a formula, you can also enter endless levels of parentheses.


The lower part of the Financial Table page presents the fields in which to specify the order number of the rows relating to the Health and Safety Costs and the AVAILABLE FUNDS, so that the program can recognize the amounts and use them.