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How to see Budget vs Actual totals separately?


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  • Newly Minted Pigmenteer
  • 6 replies

I have created a monthly P&L with Budget vs Actual columns. When I want to see YTD numbers, the total column at the end adds up both Budget & Actual numbers. Is there a way to see the totals for Budget and Actual separately? 

 

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Best answer by abhilashsawla 7 April 2023, 13:35

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Userlevel 6
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Hi Muz,

 

Can you show us you summary setup and the pivot so we can understand better ?

 

Thanks

 

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Hi Nathan,

pfb
 

 

Userlevel 4
Badge +6

Hi @Muz 

As @Nathan mentioned, you can aggregate Actual and Budget Month>Year and you can achieve your result.

For your reference, I am providing Screenshot below therefore you can see Total of Actual and Budget saperately.

Thanks.

Userlevel 4
Badge +6

Hi @Muz 

 

If you created Actual and Budget as a dimension items in Version List then you can aggregate Sum in Version and achieve your result.

 

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Hi @abhilashsawla 

 

I dont see Actual or Budget aggregators as per your screenshot in my Table.. how to bring the Versions dimension as an aggregator?

 

 

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@abhilashsawla 

If i use the sum option for version then its adding up in each month and still shows a single total at the end

 

Userlevel 4
Badge +6

Hi @Muz 

Now, I have understood your case,

Please use the sum option for Month>sum and turn on the toggle of Show Every Subtotal

Please find screenshot here for your immediate reference.

Thanks

Userlevel 4
Badge +6

Hi @Muz 

Now, I have understood your case,

Please use the sum option for Month>sum and turn on the toggle of Show Every Subtotal

Please find screenshot here for your immediate reference.

Thanks

Hope ,Your question has been answered.

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Thanks @abhilashsawla, this worked. But there is a problem in arrangement of columns in the Total. Dont know if this is system issue as i cannot rearrange them.

 

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@abhilashsawla & @Nathan - selecting the “Show every subtotal” shows the A3 totals on top and then the A2 & A3 subtypes.. this is not required.. 

Below is the breakup without selecting the “Show every subtotal” option

 

Userlevel 4
Badge +6

@abhilashsawla & @Nathan - selecting the “Show every subtotal” shows the A3 totals on top and then the A2 & A3 subtypes.. this is not required.. 

Below is the breakup without selecting the “Show every subtotal” option

 

Please remove A3 Subtype Sum Aggregation from View Aggregators.

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Its not working… the system automatically selects Sum

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