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Profit and Loss vs Budget Analysis Tool

How To

To use the P&L vs Budget Analysis tool, do the following:

Step 1 – Open the worksheet in Excel; Financials>Financial Reports>P&L vs Budget Analysis

  • The Excel workbook opens into the “P&L vs Budget” tab, but you can go to the “Help” tab for general instructions
  • The workbook will refresh with current data every time you open the tool (must be logged into Orchestrated), but you can also click “Refresh Data” in the Home ribbon to refresh with any new data since having the workbook open

Step 2 – Set the parameters for the summary view (includes volume calculations) and details view

  • The field slicers at the top and left side of the worksheet available to set the view are:
    • BudgetName
    • DivisionID
    • G/L Acct Level 2
    • G/L Acct Level 4
  • There’s also a timeline slicer at the top to filter the summary by days, months, quarters or years (defaults to months)

  • The field slicers can be updated by clicking on the buttons within the slicer or holding CTRL to select multiple values
  • The timeline slicer can be updated by clicking a month and expanding the range by clicking and dragging the gray handles on either side of a selection
  • You can click the expand or collapse buttons in the Details section to show less or more data
  • Revenue per case of bottles, case of cans or kegs is queried for the database
  • Like any Excel file you have the ability to print a copy of this view by going to File>Print in Excel

 

Version 4.7.1.0

 

 

 

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