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Sorting columns for enhanced variance reporting

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Monitoring your organization's performance when compared to a budget is a common business task. With  Management Reporter, you can easily compare budget to actual balances, as well as view the supporting transactions. One feature that you may not be aware of, is that you can sort  the report in order of variance dollars, variance percentage, or any other column on the report. Sorting by variance percentage makes it easy to spot what areas may require additional action.

Here is an actual vs budget report

Here is the same report, where the operating expenses have been sorted by variance percentage

 

And here is the Row Definition showing how this report was designed.

 

To define sorting:

1. Add the SORT Format code to the row definition above where you want the sort to begin (See row 2630 above)

2. In the Related Formulas/Rows/Units cell, type the range of row does to sort. For example, we used 2690:4430 in the example above

3:. In the Column Restriction cell, type the letter of the column from the column definition that should be the column that sorts. In the example above, the variance percentage column is E, so that was what was included

 

Management Reporter provides the following options for sorting:

Format Code Description
SORT Sort the report in ascending order, based on the values in the specified column
ASORT Sort the report by the absolute values in the specified column in ascending order
SORTDESC Sorts the report in descending order, based on the values in the specified column
ASORTDESC Sorts the report in descending order by the absolute value of the values in the specified column

Comments

  • Anonymous
    April 29, 2015
    Are you able to post a column format example for this? I am having trouble getting the percentages to come out correctly with an absolute formula in an income statement.

  • Anonymous
    May 26, 2015
    I'm having the same issue as Sarah. I've tried to get a dollar and a percentage variance in the same report and I can't get my expenses to have the correct sign.

  • Anonymous
    June 03, 2015
    Are you using XCR in your variance column with a formula of budget - actual? If your signs are not working correctly, then you need to make sure to label rows with a C if they are typically credit (including subtotal rows), and use the XCR and C-B (assuming C is budget and B is actual) formula. Thanks

  • Anonymous
    November 30, 2016
    HiIs it possible to explode columns? For example I will have an income statement for US East Coast, if I explode it, it should show columns for NY and other states. When I click on NY, it should go to the sub level with columns for each sub level. Is if possible?

    • Anonymous
      December 07, 2016
      @Ram, Currently we don't have any functionality to change columns or add more detail dynamically. It is a good suggestion, but not something we can do today. For these detailed reports often customers will do a side by side report with individual levels as columns in the report. You may be able to do something with print controls to hide columns that are zero that you choose not to generate. Ryan