Budget vs. Actual Workbook
The SuiteApp provides a workbook with budget versus actual reporting. The workbook name is Budget vs Actual [Expenses] [Multi-Currency], and the dataset name is Budget Formulas [Expenses] [Multi-Currency]. You can access the workbook from the Analytics tab.
This workbook provides reporting only for custom budgets.
The dataset results are based on the following:
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Transactions that satisfy the following filtering criteria:
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Account
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Status
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Type
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Custom budgets that satisfy the following filtering criteria:
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Active and approved custom budgets
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Budget control is not blank in the custom budget
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Transaction lines that have amount of type debit
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The workbook includes the following reports:
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Budget versus Actual table
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Budget versus Actual pivot by department
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Budget versus Actual chart by department
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Budget versus Actual pivot by account
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Budget versus Actual chart by account
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Budget versus Actual pivot by transaction period
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Budget versus Actual chart by transaction period
The following are screenshots of some charts and tables:
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Budget versus Actual table
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Budget versus Actual pivot by department
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Budget versus Actual chart by department
To retrieve the most current results, clear the cached data from workbook pivot tables and charts. For more information, read Clearing the Cache for Pivot Tables and Charts.
To customize the workbook, read Custom Workbooks and Datasets.