75 - Analysis Views in Dynamics NAV 2017 - Part 2     

We are continuing on analysis views and in previous video I actually went here into analyses and analysis views and we created a new analysis view called coffee mug two, and if I go into that one here we are basically taking a look at two dimensions so show us lines actually will pick here sales channel and show us columns we had business group and then when I show the matrix we can see the split between the sales channel and the business group.

Probably looking at a segment that doesn't have anything, so actually I need to filter on the appropriate account which was the sales retail, now if I show the matrix I can see some numbers. So what we want to get into now is budgets.

Budgeting two dimensions
How do we actually have budgets work with this? in my analysis view I have set up so that it includes budgets and if I go here to actual amounts and click budget amounts and hit show matrix, you can see that I get budgeted amounts for total amount on these here, but not across so I had actually budgeted in a previous video these for a period but now with two dimensions, so how do we budget two dimensions at the same time?

So if we actually come out of this, go out of here and go into budgets, I’m going to create a new budget call it coffee mug dimension 2 so, 2018 budgets coffee mug dimension 2 - so two dimension, and here it asks me, ok which dimension do you want in here? I’m going to pick the sales channel obviously, that's the one we've been working with a lot and then the business group.

Now I’m budgeting two dimensions, obviously I budget the chart of accounts but with dimensions, and which dimension am I actually budgeting?, I will have to specify here on the line, I have four, so if I go into edit budget I get my first dimension here as lines which is sales channel but then I have periods out just like I was budgeting one dimension.

And If I would put it in budget amounts it would be not labeled with the business group dimension, but I want to be able to label both, so how do we actually set that up? I’m going to show us lines, the sales channel and show us columns I’m going to how the business group, like so.

Now I have two dimensions here and this is like the cross-section or like a matrix of two dimensions. but then the question is, what period is this?, and which account?, now if I go down here, I can see the account filter is already set up so that means that I am budgeting this particular GL account 44050, so all the transactions I’m putting here are for that GL account and the period that I’m budgeting is this period here.

Which is the first quarter of 2018 and obviously that’s set up here by quarter, I can move to next period by just going like this or previous you can see it change down here.

And I can, of course, export to excel and input it back, that might be the subject of another video, but for now I’m just going to put in some number so I’ll put in just -50,000 here, -25,000 , -10,000, -30,000, 15,000 so now budgeted some of the factors.

And if I close these out now and I go back to my role center and in analysis views I go into coffee mug 2, hit edit analysis view, I can select the budget filter that I want so I’m going to select that as the new budget that I created and as lines I’m going to show the sales channel and as columns I’m going to show the business group.
Let's show this by quarter and let's start it the first quarter of 2018. We hit show matrix, actually, I might have to go in here and hit update so that we have everything in here.

Budget filter
Now we go edit, show matrix, budget filter everything looks good and now it comes in. So I had to update the analysis view first, its very easy to forget that, but now we have the budgeted amounts that I entered in for the period and I can go ahead and change this to show actual amounts so out of that I have nothing for the actual amounts for this period, and you can see variants etc.

So this is how you actually put in the budget amounts for analysis views and again it is interesting to be able to see it as a matrix like we just looked at it right now but the more important fact is that it generates the budget in a matrix format that it can be used in account schedules and charts and KPIs and all of that so it's not just limited to this particular view set so I hope you learned something regarding budgets analysis views thanks for watching. Until next time.