Display budget data

You can display budget data in most types of analyses. In general, grids and graphs treat budget data just like other measures. For example, you can add it to a grid to compare it with actual values.

To insert budgets

Make sure the widget meets the criteria for showing budgets as explained below. Use one of the following methods to add the budget data. Note that the budget measure name will include the budget cube name in brackets (e.g., Units [Budget]). In any mode: Click the  button at the top of the widget. In the pop-up menu, checkmark the budget measure if it is listed, or click Edit Measures and then add it. In explore mode: Click the Measures area of the toolkit and then add the budget measure.

Criteria for showing budgets

• The units of time (resolution) must be the same as those for which budgets are available.

• The selected date range must have budget data.

• The Group By dimension must have budgeted goals defined. For example, when you look at data grouped by city, you can only insert budgeted goals if they have been defined for the City dimension.

• The widget type must allow the insertion of budgeted goals. For example, you cannot insert budgets into an Exception analysis. You typically cannot insert budgets into a key list unless budgets are specified for each individual key member.

Tips:
Comparative and Trend grids	You can display budget values side-by-side with actual values. In Comparative grids you can also display the difference and percent change between actual values and budget values (if the measure and the budgets are joined in the dataset configuration).
Comparative graphs	If the setup includes actual values and budgeted goals that are joined, then the graph shows percent change for This versus Last and versus budgets, or actual values for This, Last, and budgets, depending on the graph format.