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Question

Generic Inquiry Formula for Budget Variance


Hi There,

I’m trying to create a field using a formula that takes GL Actuals - GL Budget. Here is my formula but its not giving me the right numbers...

=IIf( ( [Account.Type] = 'I' and [glhistory.balancetype] = 'A' ), [GLHistory.CuryFinPtdCredit] - [GLHistory.CuryFinPtdDebit],0) - IIf( ( [Account.Type] = 'I' and [glhistory.balancetype] = 'B' ), [GLHistory.CuryFinPtdCredit] - [GLHistory.CuryFinPtdDebit],  0 )

 

I also want to nest in for account.type = ’E’ when debits and credits are reversed but was trying to get this to work first. All my other numbers are fine...just this variance field that is off.

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