Add custom calculations in text sections

You can add custom calculations to text areas in the financial statements.

To add custom calculations:

  1. Select the text section where you want to add the custom calculation.

  2. The formatting toolbar displays at the top of the text section. Select the Insert Calculation icon ().

  3. In the Calculation dialog, select Insert data (fx).

  4. The Data Link dialog opens. Select the Cell Reference tab.

  5. In the Select area/note drop-down, select from the list of available areas or notes to reference.

    The Select area/note drop-down on the Data Link page.

  6. In the Select dynamic table field, search for a table in the financial statement area or note, or select a table from the list below.

    The Select dynamic table search field on the Data Link page.

  7. In the dynamic table preview, select the applicable cell to reference it.

    The dynamic table preview pane on the Data Link page.

  8. Back in the Calculation dialog, enter the desired calculation.

    The Calculation dialog with a sample calculation.

    When finished, select Done.

The custom calculation is added to the text section.