How to do a math calculation when importing

Axis

Overview


In the import module in Axis you have the option to set up a maths function that will perform mathematical calculations on Numerical values within the data you are importing into QuickBooks. This can help by reducing the amount of formating of data in Excel before importing.  For example 
  • Adding the value of two columns together to get a sum (Quantity 1 + Quantity 2 = Total Quantity)
  • Add or subtracting a constant amount from a value (Price - $5 = New discounted price)
  • Multiplying a column value by another column value (ie Quantity x Unit Price = Amount)
The Maths functions are setup and saved inside the map so can be used on subsequent imports.


How to create a Maths function


Follow these steps to create a maths function.
  1. When editing a mapping in the third column select the drop down list to Add a new function and give the function a name.
  2. Select the type of Function as a Maths function
  3. In the column labelled Expression use the Syntax outlined below to create your formula
  4. Click OK and the function will be saved to that mapping. When done you will return to the preview pane and the function will perform the calculations.

How to use the correct Syntax in the Expression


Structure=SUM("Column Name1"Operator"Column Name2" )
Example=SUM("Rate"1*"Quantity")

Start the Expression by typing a equals sign and then the word SUM, then use a open bracket symbol to start the formula and a cloased bracket to end the formula. Columns names should be enclosed in parenthesis ie ("  ")

The following operators are supported
  • + - plus symbol to add two or more columns together
  • - -  minus symbol to subtract two or more columns
  • * - star symbol to multiple columns 
  • / - forward slash to divide columns

Examples of maths functions expressions


=SUM(“Price” * 10) 

=SUM(“Quanity NY” + “Quantity CA” - “Quantity On Order”)

Article ID: 395, , Modified: 11/28/2024 at 12:55 AM

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