Hello there
I'm really hoping some-one can assist before I lose my mind trying to get this right...I am trying to combine actuals with budget data, using the method in this tutorial:
https://www.youtube.com/watch?v=wOVMJXfnQHk&list=PLr4ULlCiau27baXNVMGlbIZn7CeG3stBV&index=24&t=412s
However, nothing I do can get this to work. I am working in Excel 2013, which should be fine. The budget and actual data are not combining at all, and in addition large amounts of data keep going missing when I work with all business units - not sure if this is because the sheet is running out of rows due to the data not combining correctly. I can see the combined sheet is wrong just by looking at it.
Attached I have actuals and budget for business unit 325 only, and have selected the cost allocation of R & M Buildings and Premises. Look at the actual. Look at the budget. Then look at actual v budget. The combined sheet doesn't combine properly and I'm not sure why?
What am I doing wrong, please?
Many thanks and have a good day.
Hi Michelle,
If you look at the dates in the Actuals and Budget Excel Tables by selecting a cell and then viewing it in the formula bar, you'll see that they are not the same. This is not obvious because the dates have been formatted to hide the day value.
Therefore, you need to modify the dates in the tables so they match and given that the actuals are all on the 1st of each month, it would make sense to change the budget to also be on the 1st of each month because currently all of 2021 budget values are on the 21st of each month and all of 2022's budget values are on the 22nd of each month.
Mynda
Hello Mynda
Thank you ever so much! Working now - can't believe I overlooked that and I really appreciate your quick response. Have a great day!
Michelle
