0 Replies Latest reply: Sep 10, 2010 10:38 AM by mlombard

# Financial Statements, Problem using SET Analysis

I need to create a financial statement that includes a percent of NET SALES column for three time frames, (ACTUAL, BUDGET, PREVIOUS MONTH) . I am using a chart table . I need to divide the line entries by their respective NET SALES amount. (ACTUAL LINE items divided by ACTUAL net sales total, BUDGET LINE items divided by BUDGET net sales total, , PREVIOUS MONTH LINE items divided by PREVIOUS MONTH net sales total)

I have tried to use Set Analysis to do this by creating three variables but I only get the first variable value for all three columns in the TABLE

vNETSACT=SUM({<(TYPE={ACT}),LINEID={NET SALES}>}AMOUNT)

vNETSBUD=SUM({<(TYPE={BUD}), LINEID={NET SALES}>}AMOUNT)

vNETSPRE=SUM({<(TYPE={PREV}), LINEID={NET SALES}>}AMOUNT)

And then create an expressions with

Columns that have these calulations

The spreadsheet I need to replicate looks like this:

SUM(AMOUNT)

SUM(AMOUNT)/vNETSA

SUM(AMOUNT)

SUM(AMOUNT)/vNETSBUD

SUM(AMOUNT)

SUM(AMOUNT)/vNETSPRE

 ACTUAL ACTUAL BUDGET BUDGET PREVIOUS PREVIOUS ITEM Amount % NS Amount % NS Amount % NS Gross Sales of Goods 61,781 114.8% 52,974 105.9% 55,488 112.9% Sales Discounts 7,970 14.8% 3,159 6.3% 6,842 13.9% Net Sales 53,811 100.0% 50,000 100.0% 49,145 100.0% Administration Cost 825 1.5% 1,081 2.2% 870 1.8% Income/Expenses I -138 -0.3% 68 0.1% -79 -0.2% Indirect Cost of Distribution 1,439 2.7% 959 1.9% 844 1.7% Market and Sales - Organization 2,632 4.9% 2,250 4.5% 2,762 5.6% Research & Development I 82 0.2% 73 0.1% 82 0.2% Extraordinary Items -138 -0.3% 68 0.1% -79 -0.2%