SI.BUDGETTURNOVER
Created by Damien Zwillinger, Modified on Thu, 8 Aug at 12:25 PM by Harry Lewis
Applies to:
- Velixo NX
- Sage Intacct
The SI.BUDGETTURNOVER function returns the budgeted balance turnover of a GL account (within the specified reporting period or between two dates).
TABLE OF CONTENTS
Syntax
SI.BUDGETTURNOVER(
Connection,
AccountGroup,
AccountCode,
BudgetId,
StartDate,
EndDate,
LocationId, Books,
Dimensions,
UserDefinedDimensions, IncludeChildDimensionBalances)
Parameters
The SI.BUDGETTURNOVER function uses the following parameters:
Parameter | Required/ Optional | Description |
Connection | Required | The name of the connection as configured in the Connection Manager |
AccountGroup | Optional if AccountCode is specified | The name of the account group for which to return the aggregated turnover. Note: Computational Account Groups are not supported. |
AccountCode | Optional if AccountGroup is specified | The code of the general ledger account, or multiple account codes defined by a Velixo range expression |
BudgetId | Required | The ID of the budget to be accessed, or multiple budget IDs defined by a Velixo range expression. |
StartDate | Required | The start date (inclusive) in YYYY-MM-DD format or A cell reference to a date |
EndDate | Required | The end date (inclusive) in YYYY-MM-DD format or A cell reference to a date |
LocationId | Optional unless the company has multiple base currencies | The ID of the entity or location |
Books | deprecated | This parameter is ignored |
Dimensions | Optional | Either:
For more in-depth information about filtering by Dimensions: see Using Dimensions
For user-defined dimensions, use the UserDefinedDimensions argument. |
UserDefined Dimensions | Optional | Either:
For predefined analytical dimensions like customer, project etc., use the Dimensions argument. |
IncludeChild Dimension Balances* | Optional | True or False (Default) Determines if (for dimensions which have child dimensions) the balances of child dimensions are included in the calculation of the total balance. This parameter only affects balances if:
|
*The IncludeChildDimensionBalances parameter performs similarly to the Include subdimensions checkbox in Sage Intacct's stock reports such as Account Balances: |
Books parameter: Since the Sage Intacct Reporting Book does not apply to Budget values, this unnecessary parameter is now ignored. |
Examples
Example 1
=SI.BUDGETTURNOVER(
"Sage",
,
"40000",
"MASTER",
"2022-05-01",
"2022-05-31",
"300",
,
$C$6:$D$8)
Description
Returns the budgeted turnover of the account "40000 - Revenue-Services" during May 2022, for entity "300" and budget "MASTER", for specific dimension values defined by the C6:D8 range (for example, Department and Employee).
Result
250 000
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/153000099207/original/OHM_V6-Sord6JbzrN128DGkFxc3Mel3qFA.png?1693370599)
(this example uses cell references for some of the parameters)
Example 2 - Dimension Array
For examples of the use of a dimension array (available in version 2023.8 and higher), see : Example 2 - Dimension Array in the SI.OPENINGBALANCE function.
Example 3 - Empty Account Group
Assuming this configuration within Sage Intacct:
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/153000099209/original/N3gbFiolhggfAIGPg33eYniJBwnLW7NEJw.png?1693370601)
(note that no accounts are assigned to the Accumulated Depreciation account group)
=SI.BUDGETTURNOVER("Sage", "Accumulated Depreciation",,"2019-01-01","2019-12-31",
"100")
Description
The various Velixo balance functions (SI.OpeningBalance, SI.Turnover, SI.ClosingBalance, and SI.BudgetTurnover) will return zero when there are no accounts assigned to the referenced account group.
Results
Example 4 - using Include Child Dimension Balances with Location
This function returns the Budget Turnover balance where the Dimensions and UserDefinedDimensions are not used, but where a Location is specified with the IncludeChildDimensionBalances parameter:
=SI.BUDGETTURNOVER("Sage", "Accumulated Depreciation",,"2019-01-01","2019-12-31", "100",,,TRUE)
e.g.,
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/153000147793/original/yVGdZ-Uawguze10qyjdUCttpVVSrscmaNA.png?1694017880)
Example 5 - Include Child Dimension Balances or not
Below are balances for a specific Location, where Dimensions and UserDefinedDimensions are not used.
Customer 10007 is defined as a child account of customer 10001.
In row 6, when excluding the balance for customer 10001, you can choose whether or not to also exclude the balance for child account 10007.
Note that rows 3 and 7 use two techniques (blank and "*") to achieve the same result.
Example 6 - Accessing multiple Budgets at once
It is possible to access multiple budgets with a single function call.
=SI.BUDGETTURNOVER("Sage",,"40???",$D7,"2018-11-01","2019-11-30", "100",,,TRUE)
Description
Access the budgets (whose IDs are in column D) in location 100 for the GL accounts starting with digits "40", for the date range 11/1/2018-11/30/2019.
(cell references have been used for the parameters in this example)
- The first line (row 7) draws data from a single budget (Current Year - SI)
- Row 8 draws data from 2 budget IDs (Master Budget - SI and Current Year - SI)
- Row 9 subtracts the results of one budget (Master Budget 2020 REV 2) from the results of another budget (Master Budget 2020 REV 4)
- Row 10 draws data from all "Master" budgets.
- Row 11 combines the data for all "Master Budget 2020" revisions 2 through 5.
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