SPW Formulas (Video)

SPWs become more powerful when utilized with calculations. Calculations can be used in any Special Purpose worksheet (WSPW, GSPW, TSPW) in order to make updates easier.

Adding Formulas Step by Step

1. Click Add Line to create a new line.
2. On the Info tab, choose an existing Section name from the dropdown, or define your own by typing in the Section field.
3. Enter a Description for this line of the section. The Description must be unique and has a max length of 100 characters.
4. If this line will be the line that is posted, check Post to Budget Worksheet and specify the Worksheet, Account and any other applicable dimensions. Uncheck Post to Budget Worksheet to stop posting to that worksheet and account.
   
   
   
   
5. On the Values tab, choose Formula to make calculations.
6. Enter the formula in the Formula text box:
   1. Choose the appropriate Line from the Insert Line drop down
   2. Choose the appropriate Operator from the Insert Operator drop-down list or enter it directly using your keyboard
7. Add any additional lines or operators as needed
8. Click Show Notes to enter any Notes desired.
9. Click Preview to preview the amounts.
10. Click Save to save your changes.