Create a spread for actuals against plan

Hi

I'm trying to create a spread for actual values in comparison to the plan on a monthly basis.

Each unique ID-month line to be considered separately and aggregated on a monthly basis.

The catch is that distribution for planned value for next month should start only after distribution of values for first month are completed.

Also, any overage from actual less plan ( + any carry forward from previous months plan) is included as actual in the month it happened

The aim of this exercise is to find out if planned values were achieved, and at which points, also to understand our performance and to analyze how much backlog are we working against


Posted also on : https://stackoverflow.com/questions/...s-in-excel-365