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PNL statement with combined data from excel for budgeting using financial reports

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Posted on by Shijithkumar

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Dears,

I have a PNL report in Financial reports (management reporter).

I need to show budget data which is in excel in another column for the PNL.

Please guide me through the process. I am looking for any video link or example or documentation link.

Regards

Shijith

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Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at

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PNL statement with combined data from excel for budgeting using financial reports

You can no longer link Excel spreadsheets in Financial reporter like you could in Management reporter, years ago. You'll either have to export the report to Excel, then copy/paste your budget data in or use the F&O budget module, so you can then incorporate budget data in Financial reporter.
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BillurSamdancioglu 15,786 Most Valuable Professional on at

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PNL statement with combined data from excel for budgeting using financial reports

Hi,

You may check default reports. Budget funds available report can help you.

https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/financial-reporting-getting-started

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