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Old 03-30-2007, 03:31 PM   #1 (permalink)
MarkW
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New to Blackbaud-Customize or use Excel?

Good afternoon all,
I'm new to the Blackbaud software and have to say that for the most part, financial reporting is pretty user friendly. One question, though - I'm wanting to add a 'percentage of total' column to the basic income statement. Is there a way for the formulas in the columns to pick up row information, or am I only able to manipulate entire columns?

I know I could just export into Excel, then have Excel do the calculation, but if I have a list of expense categories and want to know what percentage of our total expenses were spent on printing, for example, how would I single out those rows in the Blackbaud formula?

Thank you. I'll be back to the forum and learning from you all from now on.
Mark
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Old 03-30-2007, 07:34 PM   #2 (permalink)
Nora

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Blackbaud Products
- Raiser's Edge (RE)
- Financial Edge (FE)
- NetCommunity (BBNC)
- Blackbaud Analytics/Researcher's Edge (BBA/TRE)

I don't know if I have any better answer for you. In my income statement, I have columns such as Budget variance (Current YTD - Budget to date). As you say, that manipulates the column of data. For my Functional Expense, I have to show the percentage of the total for each expense row. I pull all my statements out to Excel because our treasurer prefers it that way so what I do is have two worksheets. One holds my functional expense info from the FE report. I hide this worksheet. The other pulls from the hidden sheet and manipulates the data where necessary. That way I don't have to change any formulas in the worksheet that is visible.

There may very well be a better way - I'm not a trained financial reporting person. I'd love to hear about them if someone has more info.
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The ALS Association, Greater Phila. Chapter
www.alsphiladelphia.org
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