budget vs actual dynamic report

IDPartner

Have anyone come accross making a budget vs actual report with columns Jan to June(let us say this is current month) actuals, jul to Dec budget? The current month should be selectable and changed by the user. Thanks for any pointers. I don't want to use export, modify, import from Excel.

Marije_Brummel

Hi,

The most simple solution is to take the colums (jan-dec) into variables.

When you have your loop through the months just put in someting like

If Workdate > ColumnDate then
  Value[Month] := budgetvalue[Month]
else
  Value[Month] := actualvalue[Month]

Both actual amounts and budget amounts are flowfields on the g/l account table.

IDPartner

Thanks for the answer. I will try it. I am wondering if it is possible to do it without any coding, by using the account schedule? We aould probably need 12 schedules for that, one for each month. Is this workable?

Marije_Brummel

You will only need 12 column layouts, lines can stay the same. Sounds pretty workable.