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TheG's avatar
TheG
Icon for Advocate I rankAdvocate I
9 years ago

Forecast V Actual Comparison Table

Hi Community,   I was looking for the best practice when deciding how to report on Actuals (from an accounting system exported into Excel) and Forecasts (written in excel spreadsheet system).   I...
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v-caliao-msft's avatar
v-caliao-msft
Icon for Microsoft Employee rankMicrosoft Employee
9 years ago

Hi TheG,

 

In your scenario, since FORECASTPF table and ACTUALPF table almost have the same table structure, you needn't to use two tables. You can add then into one table with FORECAST and ACTUAL column. Select Combine > Merge Queries from the Home tab on the ribbon.

 

Regards,

Charlie Liao

 

Anonymous's avatar
Anonymous
Not applicable
9 years ago

In some cases, you might prefer to keep them separate, at least as staging tables - e.g. update scenarios where you're adding new Actuals each month, checking in case Actuals for a new Account Number or Job Number have been added but no Forecast exists for it etc.