Actual-Budget drill

When you expand the Actual-Budget drill by click on the + in front of the name, you will see that it consists of several columns: Actual, Budget, Deviation, Actual YTD, Budget YTD, and Deviation YTD. These are the columns that are needed to show a comparison of actual and budgeted values for the current period and year to date.

You can add additional columns to the Actual-Budget drill by right clicking it and selecting Add -> Node type column. Double click on a column to configure it.

It is also possible to add Modifier columns to Actual-Budget drills. See the Custom drill section for information about Modifier columns.

Properties

General

Name - the standard Actual-Budget drill has that name but it may be changed
Description - an optional text describing the column

Configuration

Detail table - to drill further down in external data, select a query table that already exists in Templates

After the query table is connected to the drill, it must be specifically configured for use in drills, i.e.

- - the ${node} context variable is based on the leaf node selected
  - the ${nodeType} context variable is based on the node type of the value
  - the ${organisation} or ${this.organisation} context variable is based on the organization currently selected in the drill, or the context if there is no organization table
    
    Drills ignore the Start and End dates of organizations. This means that all organizations that are included in the drill structure will appear in the drill, even if they have not started or they have expired. You can use Hide 0 rows on the function to hide rows that contain no values, but rows that contain values will still appear.
- - the ${this.bop} and ${this.eop} context variables are based on the drill context / column selected

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

The ID of the default Actual-Budget drill is generated by the system and cannot be changed.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.

Column Properties

Each column in the Actual-Budget drill has the following properties:

General

Name - new columns are given the name "Node Type column" automatically but it may be changed
Description - an optional text describing the column

Configuration

Override format - check the box if you want to change the default format (Format type = "Normal", Decimal places = "2", Color style = "Normal"). The fields below it will become active and you can enter the desired formatting information in Format type, Prefix, Postfix, Decimal places, and/or Color style. This is useful e.g. if you do not want the drill to contain decimals. See Formatting for more information.
Node type - the node type of the column or the first node type if the column should show the result of a calculation. Click the Node type icon to the right of the field to select the desired node type.
Operator - the operator (+, -, *, /, %) to use if the column should show the result of a calculation. Click the down arrow on the right to select. By default the operator is '-' if no calculation is used.
Second Node type - the second node type to use if the column should show the result of a calculation. If no calculation is used this field is empty.
Year to Date - mark the box if the column should show Year to Date values

Example:

As an example let's see how the 'Deviation YTD' column is configured. Double click on the Deviation YTD column. "Actual" has been selected in 'Node type', 'Operator' contains "-" , and 'Second Node type' contains "Budget". So the resulting calculation will be "Actual" - "Budget". In addition YTD is checked, indicating that the column will contain Year to Date values for the calculation.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.