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Flightpath Finance
Advanced Table (Budget to Actuals)
Advanced Table (Budget to Actuals)
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Written by Baremetrics
Updated over a week ago

After setting your first budget, you might want to compare your actual performance against it. Advanced Table is a perfect tool for the job, as it let's you set two or more columns side by side, while pulling data from different sources.

1. Create a Table

Navigate to your dashboard to create a table. Select Add a Table at the bottom of the page.

2. Name the Table

Write down the Table Name, and select Advanced as the Table Type. You'll also see the Add a Row, and Add a Column buttons. Please add as needed.

3. Create the Budget Column

To edit your first column click on the header Column 1, that will open up the sidebar where you'll be able to edit as desired. For this example we will be changing the column name to "budget" and selecting the Snapshot (=Budget) you want to display. Finally, select the time period from the Date Range drop-down. In this example we are looking at January - April 2019.

4. Create the Actuals Column

Create a 2nd column by clicking on Add a Column. Change the name to Actuals and change the Date Range to match the time period of the Budget column. Leave the Snapshot setting as Current.

5. Add Rows to the Table

Add additional rows. There is no need to change any Column properties for any additional rows as they inherit the settings you set during the steps #3 and #4.

6. Save & Close

Select Save and Close, and your Budget vs Actuals table will be visible on the dashboard. You can re-size the table and move it around the dashboard.

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