Value Columns
A bilan often needs more than one amount per period on the same line: valeur brute, amortissements et dépréciations, and valeur nette. Rebuilding that grid in a spreadsheet each year is slow and easy to disconnect from the ledger.
Value Columns on Financial Report Template Enhanced are named measures that expand across each report period. Leave the table empty to keep one amount column per period, as in ERPNext.
Value Columns change presentation only. They do not change how accounts are posted.
Before you begin
- Create the Financial Report Template Enhanced and its Report Line Items first.
- Decide which measures you need. Do not add columns only to show several years — periodicity already does that.
- Choose Column Codes that are unique and not used as Line References e.g (
GROSS,DEPR,NET).
Add value columns
- Open the template and go to Value Columns.
- Add a row per measure. Set Column Code and Label.
- Set Period Scope if the measure should appear only for the current period or only for previous periods.
- Optionally set a Title Template using
{label}and{period}. The default is{label} ({period}). - Set defaults that should apply to every line (balance type, or a formula such as
GROSS - DEPR). - Save, then override individual lines in Value Column Settings only where a measure must differ.
On the report, measures expand newest period first. For GROSS and NET over 2025 and 2026 the headings are GROSS (2026), GROSS (2025), NET (2026), NET (2025).
Important column fields
| Field | Meaning |
|---|---|
| Column Code | Code used in formulas and row settings. |
| Label | Base title shown to readers. |
| Period Scope | All Periods, Current Period Only, or Previous Periods Only. |
| Title Template | Optional heading pattern. |
| Value Type | Currency (default), Float, Int, or Percent. |
| Hidden | Compute the measure for formulas but do not print the column. |
| Empty Column | Print the label only. Use as a visual separator. |
| Default Balance Type | Override every Account Data row for this measure. Leave empty to keep each row's Balance Type. |
| Default is Formula | Treat the default as a calculation (for example GROSS - DEPR on every row). |
| Default Formula / Account Filter | Default filter or formula. A line-level setting still wins. |
Build calculations safely
In a formula:
- A Line Reference (
TA) is that line in the same measure and period. - A Column Code (
GROSS) is another measure on the current row and period.
A cycle (NET depends on GROSS and GROSS depends on NET) is rejected on save.
Troubleshooting
The net column is wrong on every line
Check Default is Formula and the default formula on NET. Then check whether a row-level Value Column Setting overrides it.
A column heading is missing for last year
Period Scope may be Current Period Only. Use All Periods unless you intentionally hide prior years.
Save fails because of a duplicate code
Column Code must be unique and must not match any Line Reference.