Best way of making an actual vs budget with two sheets in excel

espsun

New Member
Joined
Jun 1, 2022
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hi,

Our company has a ERP system where I can export different reports. However, they do not have a good actual vs budget report template. So I would like to make a dashboard myself.
I struggle with finding the best solution to this report when I have two different data sources with one actual and one budget. I have tried to make relations with account number and accounting group.
I would like to make this in a pivot to make it dynamic, however the pivot would not recognise the relationships.

Any suggestions?
 

Excel Facts

Square and cube roots
The =SQRT(25) is a square root. For a cube root, use =125^(1/3). For a fourth root, use =625^(1/4).

Forum statistics

Threads
1,215,731
Messages
6,126,537
Members
449,316
Latest member
sravya

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top