Budget vs Actual Reports: how to make one?

Diogo Thomaz shared this question 8 days ago
Awaiting Reply

I have a number of KPIs and have budgeted and actual values for each. I want to make a table with 4 columns: the KPI name, the budgeted value, the actual value and the deviation. Each row should be a different KPI.

Bonus: If the 3 columns (budget, actual, dev) could be repeated for different time periods (for example, weeks) it would be even better!

Something like this:

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Can someone help?

Thanks in advance.

Comments (3)

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Hi Diogo,

Thanks for contacting Yellowfin!

The first part to your request should be quite simple. A cross-tab report, with the rows containing your KPIs and the columns showing your week, budget, actual and then if it isn't already, an advanced function for the deviation (these are under statistical functions in the advanced function dialogue box).

Does something like the below layout help?

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Kind regards,

Chris

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Hello Chris,

Thank you for your reply.

We are looking at budget vs actual for each KPI, so not exactly what you have here.

We created a view that has data for each kpi and has one field that specifies if it is actual or budget.

The difficulty is going from here to a table with the format I mentioned in the question.

I thought this would be something common but it appears it is not...

Will think a bit more about it.

Regards

Diogo

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Hi Diogo,

If you like, I could run this past one of our consultants, but depending on his availability you might come up with a solution before he gets a chance to look at it.

Kind regards,

Chris