Forum Discussion
Pivot Table Budget Help - Difference between Actual and Estimate
Hello!
This seems like it would be pretty simple but I can't figure it out!
I have a last of events in a tab with all the basic info (name, date, etc.) then estimated costs and actual costs.
I am attempting to use a Pivot Table to format the information as more of a "Budget" and I'd like to have a third column for "Difference" or "Remaining $" - AKA the difference between the actual cost and the budget. I tried using the "Difference from" value but I can't seem to get the right Base Field and Base Item - and now I'm not even sure if that's the right way to do this.
I asked someone at my company and they said I should use the "Table" feature instead of Pivot - and now I'm just not sure what I should be doing 🙂
I would like the Budget to update automatically as new events are added to the original spreadsheet.
Can someone provide guidance?
Thank you!
Lindsay
1 Reply
lindsayS_TR May I suggest that you use both a structured table for your events combined with a pivot table. Adding events will automatically expand the data source for the pivot table ("pt"). Just refresh after new events have been entered.
To include the variance between Actual and Estimate, you can add a "Calculated Field" in the pt.
The attached file contains a working (though very simple) example.
