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

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Posted on by 64
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
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    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.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,786 Most Valuable Professional on at
    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.
     

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