Spread function

Instead of manually entering data, you can use the Spread function to enter calculated values based on the total amount you want to be distributed across the cells in a row. You can, for example, spread 24000 across 12 periods (months) using the distribution rule Even, so the value of each cell in a 12 month period is set to 2000. The default distribution rule is Even, but you can create custom distribution rules to spread the amount differently. You can also use spread based on the comparable data set up in the budget template. For more information, see the Define Comparable data section in Create budget template in Report Designer.

Tip: This method can also be used to spread an amount across a line item detail. See Add line item details.

To spread an amount across a row (main line):

  1. In the open budget template, click any cell in the row you want to edit.
  2. Click the arrow next to Spreading and Line item details at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the Spreading pop-up window.
  3. If the Spread function is not visible, click  in the top-right corner of the Spreading pop-up window.
  4. Enter the amount in the Spread amount field.
  5. Select a rule in the Using distribution rule list.
  6. (optional) Select a line item detail. See Add line item details.
  7. Click Spread. The amount is spread across the row according to the selected rule.
  8. (optional) Repeat steps 4-7 to spread additional amounts across other line items.