Forum Discussion
Helper IIIActual vs Budget with two variables (monthly)
Helper IIIHi v-juanli-msftMaggie, thanks for your response.
I have checked the links you provided about creating actual vs budget but they are different from what I want, because I need to include in the budget, columns for price, cost and quantity, in order to be able to compare not only total actual sales vs total budget sales but also deviations in price, in cost and in units sold, with formulas like this:
price deviation = ( PriceActual - PriceBudget) * QuantityActual
units deviation = ( QuantityActual - QuantityBudget ) * PriceBudget
So for example, if our sales are 1000 € less than we have (predicted) in the budget, which part is because of a price deviation and which one because a deviation in the quantity of units sold?
Thank you very much.
Community SupportUtill now, i don't know what exactly you budget table structures.
If your budget table has distinct "CodProducto" column and budget quantity (cantidad),budget sales prices (precio), budget cost price (coste) assicated with each "CodProducto" ,
then create a relationship between budget table and actual table based on the "CodProducto" column.
after that, you can use columns from "bugdet table" in "actual table" or use columns from "actual table" in "bugdet table".
Best Regards
Maggie
- ContabilidadBI
Hi v-juanli-msft,
I don't have the budget table yet, that's why I have total freedom to do it as I want in excel. My question is what is the best structure to achieve what I want, which is to be able to analize actual vs budget but with sales price, cost price and quantity effects in the deviations from the budget profit/loss. I want to do it. I thought about creating a table with the same structure but with only a few lines per month for different products, colors... I don't want to analyze with a granularity below the month. Is that a good idea?
Thanks