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The Lookup tab is designed to be used with the Lookup measure row type in driver-based budgeting. However, the Lookup tab is also useful by itself.

The Lookup tab works in a similar way to the Manual Entry tab in that is provides a place where you can record information, so it is available for quick reference purposes or for using in formulas in other tabs. The key difference between a Lookup and Manual Entry tab is that where a Manual Entry tab is empty to begin with (you need to add rows), the Lookup tab has a structure to it - it is mapped to the dimension(s) in another tab, so contains rows based on that hierarchy.

Lookup tabs are useful for making assumptions about tax or growth rates. This is particularly useful when used with driver-based budgeting, as you can change a value in the Lookup tab and the corresponding Lookup measure rows in the other tab automatically update, without the need for formulas.

Example - Use Lookup tab in driver-based budgeting

Suppose you have a Main tab, in which the hierarchy is Country > Branch > Sales Rep. Then, based on that Main tab, you create a Lookup tab. The hierarchy in the Lookup tab can be the same, or at a higher or lower level of detail, as the Main tab but in this case, you are only concerned with the Country level. In the Lookup tab, you enter the predicted growth rate for each country.

Back in the Main tab setup, in the Additional measures for driver-based budgeting screen, you add a Lookup row that links to your Lookup tab. Now your Main tab displays a growth rate row for each Sales Rep, in each branch, in each Country.

You can now return to the Lookup tab and make changes to the growth rates. If you change the rate for one country in one period, such as Australia in February, back on the Main tab you will see that the rate for February for all Sales Reps in Australia has changed but the rate for the other months does not change. The rate for February does not change for any Sales Reps in the other countries.

Add a Lookup tab

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

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

3. In the Lookup setup window, configure the tab:

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

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

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

     • By default, period columns (such as months) are included in the Lookup worksheet and therefore, 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.

4. 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.

5. Click Save and review the data in the new tab.

   

Enter data into the Lookup tab

You can do this later, if required.

To Do

Add a Lookup row in the reference tab

See Include additional measures (for driver-based budgeting) for more information but in summary, the steps are as follows:

1. Open the reference tab setup and go to the Additional measures for driver-based budgeting screen.

2. Click the blue plus button > Lookup, then enter a name for the row.

3. To Do

View lookup information in the reference tab

To Do