Any Insight Designer here?

Sylvia Cook
Sylvia Cook
Kudos 5 Fifth Anniversary Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

I am trying out the trial for Insight Designer and sort of getting the hang of it. I have three questions:

1) in setting up chart of data, I have the account category in the column to split out revenue and expense, but it is putting in alphabetical order to the expense is first and then the revenue. How do it get it to show the revenue first and then the expense.

2) I also have budgets in the column and I would like to show multiple scenarios. First the final budget and then the projected budget. But I can't seem to use two budget columns to show in the chart.

3) I want a total of the row at the end to be the net result of revenue less expenses. For the actuals I figured out to use the amount that has the expense a negative so it ‘rolls up’ correctly, But the budget column does not have negative expense, so the roll up is adding the rev and exp.

Any thoughts?

Comments

  • Blake Paradise
    Blake Paradise
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Sylvia Cook hey sylvia! Here's my answers:

    1 - Should be able to sort the individual columns -- it will by default go to alphabetical order (based on type).

    2 - Can select ALL or one. If you need more than one budget to review, need to create another tile on same dashboard for comparison

    3 - Check the image below for the formula element to add

    Please let me know if you have any other questions!

  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant

    @Blake Paradise
    Hi Blake, Can you explain to me more about the formula element? Is this what you are referring too? I was hoping to find something that would allow me to say subtract column X from column Y. This just seems to add them up. My problem is specifically with the budget scenario column in that the expense accounts are not negatives so it is adding the revenue and expense, not netting them.

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