web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums 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

(2) Share

Report

Report

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)

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

BillurSamdancioglu 19,854 Most Valuable Professional on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

Like (0)

Report

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.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1

André Arnaud de Cal... 456 Super User 2025 Season 2

#2

Martin Dráb 429 Most Valuable Professional

#3

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans