Granular budget data via formula (GL code/amount/dept/cost)

Posted about 2 months ago by Gabrielle Day

Answered
Gabrielle Day
Gabrielle Day Admin

This query was raised during a recent webinar:

Do you have formula at the granular level for Budget as you have for Actual, i.e. Budget - GL code/Amount/Dept/Cost?

Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.

0 Votes

Gabrielle Day

Gabrielle Day posted about 2 months ago Admin Best Answer

Yes, this is possible, but only when using the new Budgeting module.

The Budgeting module includes new Excel functions that let you pull live budget data directly into your spreadsheets, in a similar way to how actuals can be retrieved. 

(ip.budgetingamount) returns the budget amount for a specified budget, legal entity, period, account, and optional posting attributes.

For furth information about the (ip.budgetingamount) function, please see this user guide. If you need help identifying the exact function or its parameters, log a ticket here.

0 Votes


1 Comments

Gabrielle Day

Gabrielle Day posted about 2 months ago Admin Answer

Yes, this is possible, but only when using the new Budgeting module.

The Budgeting module includes new Excel functions that let you pull live budget data directly into your spreadsheets, in a similar way to how actuals can be retrieved. 

(ip.budgetingamount) returns the budget amount for a specified budget, legal entity, period, account, and optional posting attributes.

For furth information about the (ip.budgetingamount) function, please see this user guide. If you need help identifying the exact function or its parameters, log a ticket here.

0 Votes

Login to post a comment