Budget Controlling

This Tableau Accelerator allows you to:

• Assess & Control your budget consumption
• Appraise budget consumption from different perspectives: Month-to-Date. Year-to-Date, Actual vs Budget vs LY, Tabular View

Demo video

Answer key business questions

• Where do we stand vs. our Budget? Monthly? Yearly?
• Where do you have a Budget deviation?
• How do your Actual, Budget and last year’s data compare?

Monitor and improve KPIs

• Total Actual: Total actual amount (expressed in currency)
• Total Budget: Total budget amount (expressed in currency)
• Actual vs Budget: Remaining budget to be consumed (expressed in currency)
• Actual vs Budget %: Share of budget consumed (expressed in %)
• Budget Consumption %: Share of budget that was consumed (expressed in %)

Required attributes

• Date (date): Period
• Actual Amount (numeric)
• Budget Amount (numeric) (add the level of detail of your choice to your dataset)