To insert a budget into a graph, you must create and upload it in Boardeaser. You'll be able to read about how to do it here.
Labels in a budget or forecast are used when you have several different budgets entered in Bordeaser, but you want to see a specific budget in a graph or table.
When creating the budget or forecast, you need to add the label, which you do by entering it under the heading "Labels."
To get the budget data in your graph, go under graphs - select the current graph and then enter the formula.
"Forecast()" for forecast
"Budget()" for budget
This means that the data will be retrieved from the active forecast. You'll need to enter the accounting accounts inside the brackets you want to retrieve from the budget. For example, if you want to see how much you have budgeted in turnover, you enter this formula:
Forecast(-{3000-3999})
Then you will get something similar to this.
If you have put a label on the forecast and want to retrieve the specific data, you can use it in the formula field by writing an @ and the label's name. For example, if the label is called P10, the formula is written like this:
Forecast(-{3000-3999},@P10)
or
Budget(--{3000-3999},@P10)
Using labels in forecasts can be convenient for two reasons,
- You want to be sure that the graph comes from the correct label
- You want to use the same Excel template for several fiscal years instead of making new forecasts/budgets.