Add custom calculations in text sections

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

Best Practice: In Engagement Settings, where you have rounding set up in Format | Numbers, there are recommendations to follow for settings in Features | Financial Statements. See Rounding setup recommendations for more information.

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.

Selecting a financial statement area to view available areas to reference.

  1. 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.

  • Search for a table in the financial statement area or note.

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

    Select a cell to reference it in your custom calculation.

    1. Back in the Calculation dialog, enter the desired calculation. Continue to insert any additional cell references to complete the calculation.

    Creating the custom calculation from the referenced cells.

    1. Select the formatting options for the result of the calculation as necessary:

    • Show decimals—the result is displayed with the number of decimal places as indicated in the Numbers, in Engagement Settings.

    • Show as positive—the result is shown as a positive number.

    • Format as currency—the result is shown as an amount of currency.

    • Show opposite sign—the result is shown as in the opposite sign (negative or positive). For example, if a value is positive, it will be displayed as negative, and vice versa.

    • Decimal places—is a dropdown menu that allows you to select up to 4 decimal places.

      • The setting applies only to that calculation and is saved with the document.

      • Results in the text section display with the specified precision.

      • By default, calculations use the engagement’s global settings unless overridden.

    1. When finished, select Done.

    The custom calculation is added to the text section.

    Result of a custom calculation in a text section of a financial statement.