Do you find yourself limited by Xero’s tracking summary period options? Don’t let that hold you back from analyzing and viewing your data! With Xero’s tracking category feature, you can record your transactions with ease. And with BP Formula’s powerful BPPnl formula, you can retrieve records by tracking categories and analyze them by month. This allows for a more detailed and comprehensive analysis of your data, giving you insights that you might have otherwise missed.
BP Formula’s BPPnl formula is a powerful tool for retrieving transaction records by tracking categories. With the ability to organize records by month, it is a valuable resource for financial analysis.
To utilize this formula, start by entering the account code in A1 (e.g., 200 for the Sales account) and placing the months as columns in C1 to F1 (e.g., Jan-23 to Apr-23).
Specify the tracking category (in this example, Region) by entering Eastside, North, South, and Unassigned in A3 to A6.
To use the BPPnl formula, enter “=BPPnl($A$1,YEAR(C$2), MONTH(C$2), , “Region”, $A3)” in C3. $A$1 represents the account code, C$2 is the month column header, and $A3 is the Region category. Simply copy the formula from C3 to F5 for all necessary rows and columns.
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Lastly, input the Unassigned category row using the formula “=BPPnl($A$1,YEAR(C$2),MONTH(C$2))-SUM(C3:C5)”. This will subtract the total amount from the account balance, excluding the regions previously calculated.Regenerate response
Looking to take your analysis to the next level? With BP Formula’s powerful BPPnl function, you can easily retrieve records by multiple tracking categories, allowing for even more detailed analysis. Don’t settle for limited options – choose BP Formula for advanced tracking and analysis capabilities.