Adding an Ad Hoc Calculations Column in Reports

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In Planning Maestro, you can run reports to analyze the data from your budgets, including Ad Hoc reports, Income Statements, Balance Sheets, Variance reports, and Cash Flow reports.

You can customize each report to see only the information you need to see at a given time. For example, you can customize your calendar to see as long, short, or detailed a calendar view as you want (for example, only the quarterly amounts for 10 years, or the period amounts for three years).

One customization you can use in reports is an Ad Hoc Calculations column. An Ad Hoc Calculations column shows a running total or average of all the numbers in the view for that row, which helps you easily keep track of the total amount for each line item in your view.

Info.png Please Note: The Ad Hoc column can display the average or the total for various Account Groups.

 

You can check if an Account Group displays a total or average by visiting the Modeler, opening the Account Group Attribute page, and viewing the Total Column Calculation column:

  • Note that for the Beginning and Ending Balance rows in the Cash Flow report, the Ad Hoc Calculations column is blank (because those rows already calculate a balance).

This document shows you, a Planning Maestro user, how to add an Ad Hoc Calculations column to your reports.

Locating the Reports Module

To add an Ad Hoc Calculations column to one of your Reports, open the Reports module, click on + New Report, and select one of the reports to view.

 

Info.png Please Note: This document uses the Income Statement report as an example.

The Income Statement page opens with a new, unedited Income Statement. Use this page to add an Ad Hoc Calculations column to your Income Statement report (focusing on the calendar view in this case).

Info.png Please Note: The Ad Hoc column is only available in reports when:

  • Your Time Dimension is the only Dimension in Columns.
  • Your Measure Dimension is in Filters and is filtered for Activity.

Step 1: To customize your calendar settings, under Columns, select the More icon ( Default__Time__-_More.png ) on the right side of the Time Dimension there (Default [Time] unless you are using an already-customized view with a different name).

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Step 2: A Select Subsets popup appears.

Info.png Please Note: Private subsets, or views that only you can see, are marked with a Private icon ( Private.png ).

 

Step 3: Click Manage Subsets.

C1d.png

A Manage Subsets popup appears.

 

Step 4: Click on the Settings icon ( Settings.png ) to choose whether to add a column to the table displaying Ad Hoc Calculations.

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The Ad Hoc Calculations column calculates based on the lowest sub-level in your data. For example, if your calendar view is set to display Years, Quarters, and Periods, the Ad Hoc column would display the sum of the Period data.

Example.png Examples:

Example 1Ad Hoc Calculations column when the Account Groups for the accounts in your report are set to “Total”:

If your calendar view displays all quarters and periods in 2020 (including Periods BB and C), your Ad Hoc Calculations column displays the sum of P1 through P12 including the Beginning Balances (BB) and Closing period (C):

 

Example.pngExample 2: Ad Hoc Calculations column when the Account Groups for the accounts in your report are set to Average”:

If your calendar view displays all periods of 2020 and P1-P3 in 2021, your Ad Hoc Calculations column calculates the total of all the periods (P1-P12 2020 and P1-P3 2021) and then divides by the total number of items (12 periods + BB 2020 + C 2020 + 3 periods = 17 items):

 

To add an Ad Hoc Calculations column, after you click on the Settings icon ( Settings.png ) in the Manage Subsets popup, a Subset Options popup appears. Click on the toggle switch to turn it to the ON position.

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An Ad Hoc Calculation Title field appears. Enter the heading for the column which displays the Ad Hoc Calculations in this field and click Apply.

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An Ad Hoc Calculation column with the title you entered appears in the table.

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Info.png Please Note: The Ad Hoc column is only available in reports when:

  • Your Time Dimension is the only Dimension in Columns.
  • Your Measure Dimension is in Filters and is filtered for Activity.
  • Variance Reports do not display the Ad Hoc Total because they display multiple Versions of data.
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  • Can I add a column to this report with the actual account number and not just its name?

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