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Using Wildcards for Summary Reports

The * wildcard in XAVI formulas lets you sum entire groups of accounts with a single formula. Instead of writing one formula per account, you can total all revenue, all expenses, or any account range in one shot. This is the key to building clean executive-level reports quickly.

How Wildcards Work

Add * to the end of an account prefix to sum all accounts that start with those digits:

=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025")

This returns the total of every account starting with 4 — typically all revenue accounts.

Common Wildcard Patterns

Pattern	What It Sums	Typical Use
`"4*"`	All 4xxx accounts	Total Revenue
`"5*"`	All 5xxx accounts	Total COGS
`"6*"`	All 6xxx accounts	Operating Expenses
`"7*"`	All 7xxx accounts	Other Operating
`"8*"`	All 8xxx accounts	Other Income/Expense
`"40*"`	All 40xx accounts	Product Revenue only
`"41*"`	All 41xx accounts	Service Revenue only
`"60*"`	All 60xx accounts	Payroll & Benefits

Example: Executive P&L Summary

Build a complete P&L in just 4 formulas:

	A	B
1		Jan 2025
2	Revenue	=XAVI.BALANCE("4*", B$1, B$1)
3	COGS	=XAVI.BALANCE("5*", B$1, B$1)
4	Gross Profit	=B2-B3
5	Operating Expenses	=XAVI.BALANCE("6*", B$1, B$1)
6	Operating Income	=B4-B5

Drag column B to the right to add additional months — XAVI handles the rest.

Example: Departmental Expense Comparison

// Sales OpEx for Q1 2025
=XAVI.BALANCE("6*", "Jan 2025", "Mar 2025", "", "Sales")// Engineering OpEx for Q1 2025
=XAVI.BALANCE("6*", "Jan 2025", "Mar 2025", "", "Engineering")// Marketing OpEx for Q1 2025
=XAVI.BALANCE("6*", "Jan 2025", "Mar 2025", "", "Marketing")

Example: Subsidiary Revenue Comparison

// US Revenue
=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Inc.")// Europe Revenue
=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Europe B.V.")// Australia Revenue
=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Australia")

Combining XAVI Formulas with Excel Math

XAVI formulas return plain numbers, so you can combine them with standard Excel math for calculated metrics.

Gross Profit:

=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Inc. (Consolidated)")
 - XAVI.BALANCE("5*", "Jan 2025", "Dec 2025", "Celigo Inc. (Consolidated)")

Gross Margin %:

=(XAVI.BALANCE("4*", "Jan 2025", "Dec 2025") - XAVI.BALANCE("5*", "Jan 2025", "Dec 2025"))
 / XAVI.BALANCE("4*", "Jan 2025", "Dec 2025")

Year-over-Year Variance:

=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025") - XAVI.BALANCE("4*", "Jan 2024", "Dec 2024")

Budget vs. Actual:

=XAVI.BALANCE("6*", "Jan 2025", "Jan 2025") - XAVI.BUDGET("6*", "Jan 2025", "Jan 2025")

Sum Multiple Subsidiaries (alternative to Consolidated):

=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Inc.")
 + XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Europe B.V.")
 + XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Australia")

💡 Tip: For cleaner formulas, put each XAVI.BALANCE call in its own cell, then combine them with simple formulas like =B2-B3 or =SUM(B2:B4).

Mixing Wildcards and Exact Accounts

You can't mix both in a single formula, but you can use different formulas in adjacent rows:

Row 1: =XAVI.BALANCE("4*",...)    → Total Revenue (summary)
Row 2: =XAVI.BALANCE("4010",...)  → Product Revenue (detail)
Row 3: =XAVI.BALANCE("4020",...)  → Service Revenue (detail)

This is a common pattern for reports that show a summary total followed by a breakdown.