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Excel Export Include Formula

Adding formulas to Excel exports would be extremely helpful for manipulating data outside of Acumatica without having to create every formula from the export. 

  • Guest
  • Jun 19 2017
  • Gathering Feedback
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  • Jayson de leon commented
    November 25, 2017 12:04

    Really nice to have feature

  • Tim Rodman commented
    February 20, 2018 19:18

    For some people wanting this feature, what you might actually be looking for is Velixo Reports, a free Excel Add-In for Acumatica:

    https://www.timrodman.com/introducing-velixo-reports/

  • Admin
    Feedback Admins commented
    May 24, 2018 09:11

    Acumatica reports do not have enough information about formulas to export properly. We need to rely on report designers such as Velixo Reports to pull information from Acumatica.

  • Mike Lupro commented
    June 01, 2018 16:56

    Sorry to see this topic as a Will Not Implement. 

    I find the explanation statement to be a bit self serving:  "Acumatica reports do not have enough information about formulas to export properly. We need to rely on report designers such as Velixo Reports to pull information from Acumatica."

     

    Well, if THEY CAN DO THAT, why can't Acumatica?

    Acumatica reports use formula's and calculations to render the reports.  Accumulating the information needed to populate a formula (in a total line for instance) is part-and-parcel of what an Acumatica report does.  

    Maybe, when the report is rendered, it loses all that information, but if the parameters were retained, an Export to Excel request could cause the report to be re-rendered INTO Excel WITH the formulas.

  • Vladimir Panchenko commented
    June 04, 2018 13:07

    Velixo Reports add-in utilizes a different approach - it pulls raw data from Acumatica, but the whole report layout is made in Excel.

    Technically export of already rendered report is a completely different task. 

    Mike, could you please share some real-life examples - what formulas do you want to copy?

  • Mike Lupro commented
    June 05, 2018 12:23

    Hi Vladimir:  I was thinking of simple formulas like totals and subtotals.  If I render a report in Excel and I want to cut and paste a row from one section to another, I'd like the resulting totals of all of the sections to recalculate based on formulas.

  • Vladimir Panchenko commented
    June 05, 2018 18:31

    Mike, are you talking about financial statements (Analytical Reports functionality) or plain reports made with Report Designer?

     

  • Mike Lupro commented
    June 17, 2018 01:49

    Vladimir:  I was not 'thinking' about any particular report.  The idea here is that if something comes out of Acumatica and flows into an Excel Workbook, it 'would be nice' if the subtotal and total lines were formula's already.  People like to manipulate reports in Excel and it 'would be nice' if they could add a line say to a financial report and have the down-report values recalculate.  Or if a department head wanted to cut a line from 'operations' and paste it in 'administration' the Excel sheet wouldn't just have static (and now inaccurate) totals as I will w/o formula's in the subtotal and total lines. 

     

    Thanks for moving this back to "Gathering Information" status.

    Regards,

    Mike

  • Vladimir Panchenko commented
    June 18, 2018 05:54

    If we're talking about financial reports (P&L, Balance Sheet, etc.), technically it might be possible. We'll think about it.

    But in case of plain reports made in Report Designer, it's quite complicated to implement. Let's take SO610500 Sales Order Summary as an example. Each report line represents SOOrder entity and contains =sum(SOLine.CuryLineAmt) formula at the end of the line to show a subtotal.

    Footer section contains total for that column which contains the same formula: =sum(SOLine.CuryLineAmt). There are no direct references to subtotals in the lines.

    Because each line is SOOrder entity, there is no information about SOLine in the exported document, so it's impossible to replicate the same formula in Excel.

  • Ellie commented
    June 18, 2018 20:09

    Perhaps this can be implemented for non aggregate formulas? 


    So if you have a report that calculates sales per month per inventory ID for purchasing purposes. In the report you might have a field that calculates sales per month * 3 ( in order to purchase stock for 3 months) . When this report is exported to excel you would want to be able to manipulate the * 3 and change it to * 6  for example  for some items, to better analyze and purchase.

    This seems more simple then the aggregate functions in your example of the Sales Order Summary report.