Non-Interest tab calculation method library
The Non-Interest tab has six calculation methods within its library, as described below. This section will cover the unique purpose of each calculation method. The Non-Interest calculation method library is configured to allow users that have the proper file group security rights to change calculation methods of accounts on the Non-Interest tab. The Non-Interest tab is also configured to allow users to insert new accounts.
The Annual Growth Rate calculation method uses global growth rates defined in ACCT Growth Drivers to project future growth in account balances. Users can adjust global growth rates up or down. The calculation method first projects the annual totals and then spreads the totals to each month within the respective year through a user-defined spread method of either Even, Days (in the month), or Historical (trend).
The right-most column of the Axiom Growth Rate calculation method (not shown) contains a user input cell to capture comments of up to 50 characters in length.
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Assign the Axiom Input Detail calculation method to accounts that users will want to itemize the budgeting assumptions for the account. The calculation method comes standard with three lines of input detail. Users can enter a detail description up to 50 characters in length in the blue cells below the account description. If necessary, users can add more detail lines by double-clicking Add More Detail at the bottom of the calculation method. Enter income/expense amounts in blue cells within the projection columns to the right. Each detail line that has a value greater than 0 in any of the projection columns will be saved to the plan report table. The detail descriptions will be saved to the plan report table Comment column.
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The Axiom Input Monthly calculation method contains a single row with unlocked blue cells in the projection columns in which users can manually input amounts. The right-most column of the Axiom Monthly Input calculation method (not shown) contains a user input cell to capture comments up to 50 characters in length.
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The Axiom Input Total calculation method contains a single row where users can input totals for the base year remaining and each future plan year. The calculation method then spreads the totals to each month within the respective period through a user-defined spread method of either Even, Days (in the month), or Historical. The Historical spread method offers a seasonal option where balances are spread based on the monthly changes over the prior 12 months (seasonality).
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Axiom Annual Growth Rate With Manual Adjustment
The Axiom Annual Growth Rate With Manual Adjustment calculation method uses global growth rates defined in ACCT Growth Driver to project future growth in account balances. Users can adjust global growth rates up or down. The calculation method first projects the annual totals and then spreads the totals to each month within the respective year through a user-defined spread method of either Even, Days (in the month), or Historical. There is also an additional row to capture manual adjustments to growth projections. The right-most column of the Axiom Annual Growth Rate With Manual Adjustment calculation method (not shown) contains a user input cell to capture comments up to 50 characters in length.
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Axiom Non-Interest Driver Based Growth
The Axiom Non-interest Driver Based Growth calculation method projects expenses by multiplying the volume of a statistical driver assigned to by a unit rate driver assigned to GL account in the Other Rates driver table. It multiplies the driver rates assigned for the given account in the Other Rates driver table for the specific account by the associated statistical volume. The calculation method looks up the rate from the DriverInfo tab and inserts it into row 3 of the calculation method. The DriverInfo tab’s AQ8 query pulls in rates from the Other Rates driver table. The statistical volume is to be manually entered number in row 4 of the calculation method. The statistical account is assigned in the ACCT dimension table’s BudgetStatAcct column for the given account. The calculation method multiplies the Driver rate from row 3 by the Statistical Volume in row 4 and places the results in row 2.
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Axiom Existing Prepaid Contract
Assigning this method to a non-interest expense or income account specifies the given account as one for which existing prepaid contract data will be used to project future expenses.
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