Budgeting With Pivot Tables - The Sequel
The Formulas function is used to calculate variances between budget and actual. The tutorial then advances to generating standard report formats for Monthly Actuals, Monthly Budget and Monthly Variance, as well as YTD Actual, YTD Budget and YTD Variance.
There are restrictions on how far you can format a pivot table. The tutorial concludes by showing how you can copy a pivot table without the underlying data, then revise its format in any way you want before finally circulating it to management.
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