Spreadsheets

Anago’s spreadsheet module offers a different way of budgeting and calculating. In this module, you can quickly and easily create a calculation sheet to make simple or complex calculations. A few examples:

• Calculate items using: P x Q For example, use the number of pupils or FTE to calculate the necessary teaching aids or sick leave costs
• Breakdown the amount in the GL account to several line items
• Multi-year budget indexation
• Seasonal patterns
• Child care; specifically to calculate income
• Funding for higher professional education
• Executive staff budget
• Major maintenance

If you are interested in this module and would like to receive more information, contact our account manager Daan van der Beek by email at dvdbeek@anago.io or by phone at +31 (0)6 14295297.

In this view, you can create your own spreadsheet, in which you can, for example, multiply two of your own variables. This calculation can then be applied to a specific general ledger account and cost centre.

Follow the steps below to create and populate a spreadsheet:

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1. At the top of the view, click on Column settings to add a new spreadsheet.
2. Click on Add new spreadsheet, give the spreadsheet a name, and add a description (optional).
3. Click on the X to close the view.
4. Click on the Add 1 new row or Add 5 new lines button.
5. Depending on the button you clicked, 1 or 5 lines will be added.
6. You can add a description to those lines in the Description column.
7. Next, select the Type by choosing one of the following symbols:
8. Choose this type to enter an amount.
   Choose this type to enter a number.
   Choose this type to enter amounts with two decimal places.
   Choose this type to enter a percentage.
   Choose this type to add a formula to the definition.
   Use this type to link an existing fact in Anago (for example student numbers or a general ledger account), or your own imported fact.
9. For the first row, select the type . Then click on the Definition column and select the budget and consolidation. 
   
10. In another row, select for example the type . Enter an amount in the different years/months. 
    
11. Finally, give the last row the type . This enables you to use the above rows in a formula (for example multiplying pupils by an amount). 
    
12. After the rows have been populated, choose between the + and ~ symbol in the Totals column. 
    + = total on year level (automatically divided by 12).
    ~ = average on year level (applied to all months).
13. Optionally apply a style in the Style column: , , or .
14. You can make a row bold by ticking the Total row box.
15. To apply the amounts to reports, select a General ledger account and Cost centre. The ledger account must be linked to the Spreadsheet module. 
    

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NOTE: Establishment All is not a sum of the underlying establishments. The spreadsheet that displays for establishment All can be seen as a template that is applied to the underlying establishments. If you add rows for establishment All or another higher hierarchical level, the rows are also automatically added to all of the individual establishments that are part of the hierarchy. This enables you to easily set up/add rows for all establishments at once. This can be overwritten at a lower level. Note that a change to, for example, establishment All will overwrite entries at a lower level again.

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If you do not want any changes to be made at a lower level, click on Row settings and tick the Read only box for the rows you do not want to change. You can also specify whether rows should be visible or not.

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Use the Sheets settings button to add new spreadsheets or deactivate them, and the Column settings button to change the layout of the view to your liking.

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