Page Comparison

A Reference Only Lookup tab allows you to display data from another database. For example, to bring in more detail to a Financial budget, you can add a Reference Only tab that links to the Sales database. You might want to use a Reference Only Lookup tab to:

• Have certain data at hand, to help you make budgeting decisions.

• Refer to certain data in formulas in other tabs, to drive budget values.

1. Click the blue plus button next to the Main tab, enter .

2. Enter a name for the tab, select the Lookup tab type, then click Add.

3. In the Lookup setup window, select configure the Related Tab Reference This is the tab tab:

   • Related tab - Select the tab, such as the Main tab, that contains the data for which you want to add the lookup

   data, such as the Main tab

   • information.

   • Hierarchy - Select how you want the lookup worksheet to be organized. The available dimensions options depend on whatever is in the

   Related Tab Reference

   • related tab.

   • Periods - Select whether you want to use period columns or not.

4. If yes, lookup info added as rows under the other levels (based on the level hierarchy in the Related Tab Reference).

If no, lookup info added as columns, similar to ‘matrix’ format in FS/Analytics

• • By default, period columns (such as months) are included in the Lookup worksheet and therefore, the each lookup item displays as a row. This option allows you to enter different lookup information for item in each period in the budget. This option is suitable, for example, if you have different prices across the year due to seasonality.

  • If you do not need period columns in the lookup worksheet, select the Exclude periods checkbox. One ‘total’ column for each lookup item displays in the worksheet. This option allows you to enter one lookup value for each budget row. This option is suitable, for example, if you have a price than remains constant throughout the year.

5. Add the look up item(s):

   1. Enter a name , and default value and select the aggregation method.

   2. Click Add lookup item and repeat the above step to add other items as required.

6. Click Create Lookup Tab Save and review the data in the new tab.

Image Removed

1. Image Added