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

Waterfall charts in Excel?
Office 365 customers have access to Waterfall charts since late 2016. They were added to Excel 2019.

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