Create Budget vs Actual Report

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Posted on by Steve Fitzgerald

One of our sister organization is using Great Plains. I want to try and duplicate the report that they are using in GP in Business Central. It's essentially a budget vs actual report. The columns are:

Account
G/L Code
Budget Full Year
Budget To Date
Actual to Date
Variance

Any suggestions on how to tackle this?

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Dirk Microsoft Employee on at

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You could look at "Account Schedules"

You can use G/L Accounts (with code and description) as lines

And then create your own Column Layouts using

A: Ledger Entry Type = Budget Entries with Column Type = Entire Fiscal Year

B: Ledger Entry Type = Budget Entries with Column Type = Year to Date

C: Ledger Entry Type = Entries with Column Type = Year to Date

D: Column Type = Formula Formula = B-C

check here for more details

docs.microsoft.com/.../bi-how-work-account-schedule

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Steve Fitzgerald 22 on at

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Thank you. That's very helpful. I've edited the column layouts and it's still not showing the columns. It's still just showing net change. What I am doing wrong?

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Dirk Microsoft Employee on at

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Hmmm

Did you specify the "budget" for which you want to compare data?

This is what I get .. after I created a budget and entered budget for 40200 and 40300 for 01/01/2019 and 12/01/2019 (to find a difference as per 11/30/2019)

My column layout is as follows

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Steve Fitzgerald 22 on at

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Actually, I was able to get the columns to show up. The G/L Codes aren't showing up though. By "you can use G/L Accounts (with code and description) as lines" do you mean I need to enter the G/L code into the description directly? I was hoping for a separate column.

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Dirk Microsoft Employee on at

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I used the function to copy G/L Accounts and got the Row No. filled with the G/L Account No. and also the Descrtiption

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Steve Fitzgerald 22 on at

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I was able to insert the G/L accounts as well. It's the output that's the issue. The G/L codes aren't showing up on the report.

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Dirk Microsoft Employee on at

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When you print the report you get the request page where you can change settings, right?
When you then use "Show more" to see all parameter … at the very bottom …

set "Show Row No." to true/yes

that should give the desired result on the report

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