Comparing Actuals V Budget

[Clarice]

Hi,

I would like to produce a table with key financial information (GM etc) from a two tables (actual & budget). Both tables go by month and then have various financial information (sales per product, operating costs etc). I would like to be able to select a specific month and compare that month to budget. I would also like to compare year to date figures (total) against the same period for budget. So ideally I would like some sort of drop down menu, where I select gross margin for Australia for May and then for qrtr 1. Is this possible? I have attached a very basic table with some dummy data. The actual worksheets are much larger.

[oeldere]

@clarise

The data are always lay out that way (always in the same order?).

Budget is alway from Nez Zealand or there also tabs with other countries?

A way to go could be:

Summuray all data on 1 consolidated sheet.

After that you can use a pivot table to analyze your data.

[Clarice]

Hi,

Yes it is always in the same format and order.

I am a bit of a pivot table novice. As I understand it, a pivot table produces its "field" categories from the column headings, which in my case are the months. But I cant seem to get the rows to be Field categories. How do I select specific revenue streams then if I cant have them as fields? Ideally I would like to be able to select a specific revenue stream for a specific month...

[cbatrody]

Hi,

As oeldere mentioned, you can summarize Budget and Actual data in one sheet and add few columns to segregate it. Later just apply a filter and you can compare them for the same period. Alternatively you can run a Pivot Table & show the summary (demonstrated in the attached file).

Regards,
Chandra



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