Advanced Table (Budget to Actuals)
After setting your first budget, you might want to compare your actual performance against it. Advanced Table is a perfect tool for the job, as it let's you set two or more columns side by side, while pulling data from different sources.
1. Create a Table
Navigate to your dashboard to create a table. Select Add a Table at the bottom of the page.
2. Name the Table
Write down the Table Name, and select Advanced as the Table Type. Click on both Add a Row, and Add a Column buttons, and you should see something like this:
3. Create the Budget Column
Edit the first column by clicking on the header Column 1. Use the sidebar on the right to change the column name to "Budget", and select the Snapshot (=Budget) you want to display. Finally, select the time period from the Date Range drop-down. In this example we are looking at January - April 2019.
4. Create the Actuals Column
Create a 2nd column by clicking on Add a Column. Change the name to Actuals and change the Date Range to match the time period of the Budget column. Leave the Snapshot setting as Current.
5. Add Rows to the Table
Add additional rows. There is no need to change any Column properties for any additional rows as they inherit the settings you set during the steps #3 and #4.
6. Save & Close
Select Save and Close, and your Budget vs Actuals table will be visible on the dashboard. You can re-size the table and move it around the dashboard.