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Analyst Build a Template for GXL

As fields in the Formula Builder > GXL panel vary based on the selected ledger, use the following table to enter unique data unique to Analyst ledgers:

Field Description

Data Type

Click the drop-down list, and select the data type for which to retrieve data. Valid values are:

  • ACTUALAMT
  • ACTUALQTY
  • BUDGETAMT
  • BUDGETQTY

Budget Name

If Data Type is BUDGETAMT or BUDGETQTY, click the drop-down list, and select the budget name for which to retrieve data.

Year

Click the drop-down list, and select the reporting year.

Format

Click the drop-down list, and select the time range for which to retrieve data. Valid formats are:

  • PER
  • QTR
  • DQTR
  • YTD
  • LTD
  • RANGE

Period

Click the drop-down list and select the corresponding period, quarter number, or range of periods (for example, 1.5 for periods 1 through 5) for the specified format.

See Build a Template with Formula Builder for more information.

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