Skip to main content
ExLibris

Knowledge Assistant

BETA
 
  • Subscribe by RSS
  • Back
    Alma

     

    Ex Libris Knowledge Center
    1. Search site
      Go back to previous article
      1. Sign in
        • Sign in
        • Forgot password
    1. Home
    2. Alma
    3. Community Knowledge
    4. How to calculate in Analytics the % remaining of a fund considering both expenditures and encumbrances

    How to calculate in Analytics the % remaining of a fund considering both expenditures and encumbrances

    1. Last updated
    2. Save as PDF
    3. Share
      1. Share
      2. Tweet
      3. Share
    No headers
    Created By: Mike Rogers
    Created on: 4/15/2019



    It is possible to calculate the percentage (%) remaining of a fund considering both expenditures and encumbrances.  The formula should be this:

    ((IFNULL(FILTER("Fund Transactions"."Transaction Amount" USING ("Fund Transaction Details"."Transaction Item Type" = 'ALLOCATION')), 0) - (IFNULL(FILTER("Fund Transactions"."Transaction Amount" USING ("Fund Transaction Details"."Transaction Item Type" = 'EXPENDITURE')), 0) + IFNULL(FILTER("Fund Transactions"."Transaction Amount" USING ("Fund Transaction Details"."Transaction Item Type" = 'ENCUMBRANCE')), 0))) / IFNULL(FILTER("Fund Transactions"."Transaction Amount" USING ("Fund Transaction Details"."Transaction Item Type" = 'ALLOCATION')), 0)) * 100

    You should be able to copy & paste the above formula as-is into the Edit Formula field, then click OK:

    cid:image001.png@01D4F18C.759DAC50

     

     

    Note also that you should change the Data Format to treat Numbers as percentages for this column.  That can be found under “Column Properties” for that column, then the Data Format tab:

     

     

    I usually take the Decimal Places out to two but you can use whatever you want here.

    Using the formula will give output like this (the % Remaining column is using the above formula):




    Report
    View article in the Exlibris Knowledge Center
    1. Back to top
      • How to add requested chapter/article details to the Ful Digitization Notification Item Letter
      • How to create a POL from Search External Resources
    • Was this article helpful?

    Recommended articles

    1. Article type
      Topic
      Community Content Type
      How To
      Content Type
      Documentation
      Language
      English
      Product
      Alma
    2. Tags
      This page has no tags.
    1. © Copyright 2025 Ex Libris Knowledge Center
    2. Powered by CXone Expert ®
    • Term of Use
    • Privacy Policy
    • Contact Us
    2025 Ex Libris. All rights reserved