This simple P&L displays Actuals and Budget data. The user can input new budget monthly values, notes and workflow information.
The Excel formulas in the template immediately calculate and display the difference and the variance.
This demo highlights different types of data entry (the yellow columns)
· Data (Budget)
· Text (Notes)
· List (workflow status)
The Actuals (blue column) are data provided by the Qlik® document and the Budget-Actual and Variance columns are calculated by Excel formulas.
The grid is filtered by the current selection (Fiscal Year, Version, Division and Month).
When a Reporting row has an “Approved” status (right column), the Budget data entry is locked.
In the K4 toolbar, the Save icon writes back the inputted data. There is also a grid export to Excel.