The options selected in the Current and Budgets menus determine the datasets that are used to populate Current and Budget columns in the grid.
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You can add or remove the Budget column via the Columns menu. The Current column always displays. |
Change the current dataset
By default, the Current column displays the default latest-period-actuals. The Current column always displays in the statement grid (you cannot remove it) but you can change this. For example, if you are reviewing your budget for the next year, you can set your current period to be that budget, then set comparative periods to be current year budget, and current year actuals, to understand variances.
Click Current, then select the required dataset from the list. The statement grid updates automatically.
Change the budget
Often you will have multiple budgets, either different year’s budgets, or different types of budgets (expected, worst-case, stretch and so on), as well as forecasts. You can manage these budgets via the Budget menu.
Click Budgets, then either:
Select the required dataset from the list. The statement grid updates automatically.
the data that displays in that column and the period that applies to that data.
Click the Current menu and select the checkbox of the dataset you want to view. Then, if required, change the period that applies to the Current column.
For example, you might want to view one budget stream here and another in the Budget column. You can then apply different date ranges (periods) to each column. See Change the budget data for an example.
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After you set up the Current column the way you like it, save your view as a favorite, so you do not have to repeat the steps next time you view the financial statement. |