Updating Budget

danimarc12 — Mon, 11 Jan 2021 18:03:17 GMT

Hello Community!

I want to create a table which is automatically updating.

This is my table, I've calculated for each month a weight and I've multiplied each weight with my annual Budget.
Now I want to create something which updates my budget fields depending on my Sales (Fatturato). Like, if I don't achieve my budget month, the table should divide and add the remaining budget on the remaining months or subtract it if I exceed the budget.

I don't know if I've been clear.

Is there any solution for it or something which can be useful to have a nice result?

Thanks to all!

Re: Updating Budget

chrismarlow — Mon, 11 Jan 2021 19:15:20 GMT

Hi,

I don't think it is something Qlik lends itself to particularly, but it would be possible to do in a chart, but expect you would need to use a value list dimension and a different formulae for each month.

I would also assume that you would rebaseline your budget after each month - so for Feb your budget would not be 273k rather 273k-(8759/11 overachieved in Jan) - or would divide out on a weighted basis. You would probably also not want to do this for months at the end where maybe you just have no actuals (Nov/Dec say?) - that would make it even more messy.

It would potentially be less messy in script, but still complex.

Cheers,

Chris.

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Updating Budget

Re: Updating Budget