Forecast Actuals vs budget
Budget: €250 – €750 EUR
Desired situation : Sheet forecast needs to be filled in automatically on basis from DATA sheet (actuals) and BUDGET sheet (budget)
How? By filling in a start date on the forecast sheet, eg 'C5' is 31/03/2022, January , February March is based on sheet data, April till december must be based on the data from budget.
Information on data sheet, is based on line basis and needs to be grouped (alle dates 31/03/2022 needs to form march)
Extra's 1. A extra option to activate a view that only shows a specific timeframe of six months of actuals (eg. date is 30/06/2022, it needs to show only six months (maybe a macro or checkbox)
Extra 2: macro's / powerquery may also be used, please optimise formula / coding for further works (i easily need to adjust the sheets to add the cost story)
Extra 3: some graphs
A: Predictive line graph on Total revenue (cumul from REV.R1 till REV.R2) that shows actuals and remaining budget)
B. I have added some example graphcs, please use this for reference the layout
Extra 4: The sheet will be used for standard revenue vs cost reporting, feel free to add relevant information/graphs
How? By filling in a start date on the forecast sheet, eg 'C5' is 31/03/2022, January , February March is based on sheet data, April till december must be based on the data from budget.
Information on data sheet, is based on line basis and needs to be grouped (alle dates 31/03/2022 needs to form march)
Extra's 1. A extra option to activate a view that only shows a specific timeframe of six months of actuals (eg. date is 30/06/2022, it needs to show only six months (maybe a macro or checkbox)
Extra 2: macro's / powerquery may also be used, please optimise formula / coding for further works (i easily need to adjust the sheets to add the cost story)
Extra 3: some graphs
A: Predictive line graph on Total revenue (cumul from REV.R1 till REV.R2) that shows actuals and remaining budget)
B. I have added some example graphcs, please use this for reference the layout
Extra 4: The sheet will be used for standard revenue vs cost reporting, feel free to add relevant information/graphs