Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Add a Database tab in your financial (Profit and Loss) budget workbook to connect to data in another database and automatically drive the values in the account rows in the Main tab. For example, you can use your Sales database to drive the Revenue accounts in the Main tab of your financial budget.
You can also manually link to the data in the Database tab via formulas, which is a useful option if the new database does not easily map to the existing database.
Database driver tabs are not available in operational budgets but you can define additional measures in those budget setups to drive the budget data.
Expand | ||
---|---|---|
| ||
The Main tab setup impacts the Database tab setup The hierarchy and layout of the budget’s Main tab is determined by its setup. In the case of a financial budget, the budget displays in the P&L template that you selected with the number of levels you set. The following image shows how the budget setup impacts the driver tab setup. You can see settings for the category and other dimension levels (Country and Account) in the budget. Later in the driver tab setup, the dimensions in the new database need to be mapped (matched) to those in the existing database. The Database tab drives the values on the Main tab After the Database tab is set up, the values in that tab drive the values in the account row on the Main tab. There is no workflow for the driven rows. |
Expand | ||
---|---|---|
| ||
The Database tab and Reference tab are very similar, as they both connect to another database to display additional data in the budget workbook. The two key differences are as follows:
|
Tip |
---|
Do you need a to add new Database tab? If there’s already one in the workbook, save time by cloning that tab and editing its setup. |
Click the Add button at the bottom of the worksheet, then enter a name for the tab, select the Database tab type, and click Add. If you don’t see the Add button, it means you don’t have permission to manage budgets and forecasts.
Set up the Database tab. The setup process involves several steps and settings, which are organized into tabs. Many settings are automatically selected for you, to save you time.
Expand | ||
---|---|---|
| ||
The settings in the Configuration and hierarchy tab determine where the other data comes from, how it will be organized in the tab, and what it will drive in the Main tab. Configuration
Hierarchy
|
Expand | ||
---|---|---|
| ||
The Measures tab gives you the option to define additional measures to drive the budget data. By default, one measure input row is included for you. You can either leave it as it is and click Next to proceed with the Database tab setup (see next section below) or configure the measure and add additional measures. Read the Include additional measures in the workbook page for more information. |
Expand | ||
---|---|---|
| ||
Map (match) the dimensions in the Database tab to the dimensions in the Main tab, then click Next. You might need to carry out additional mapping if the Main tab has multiple levels. For example, if the Main tab has two dimension levels, Country and Branch, you will need to do two mappings, one for Country and another for Branch.
|
Expand | ||
---|---|---|
| ||
Map (match) the applicable items in the Database tab to the accounts in the Main tab. For example, if you selected the Sales Rep dimension in the Map account from list in the Configuration settings, you need to map that dimension to the General Ledger account that you want it to drive in the Main tab. For example, you might want all sales rep values to drive the one sales account. If, for example, you were budgeting your Sales database by sales channel, and you had online and offline channel, you might map them to different accounts (Sales-Online and Sales-Offline). |
Click Save and finish. The new tab opens with the data from the other database, or zero values if you selected that baseline data structure.
Review the new tab and the corresponding, automatically-driven, values in the Main tab. If required, edit the tab setup before you edit any of the budget values.
Manually link to the new data via formulas in the Main tab and other tabs, as required. This is useful if the new database does not easily map to the existing database.