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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / PNL statement with com...
Finance | Project Operations, Human Resources, ...
Suggested Answer

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

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Posted on by Shijithkumar 72
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
I have the same question (0)
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,636 Most Valuable Professional on at
    Hi,
     
    You may check default reports. Budget funds available report can help you.
     
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,627 Moderator on at
    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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