To add a budget or forecast to a component, you must first create and upload it in Boardeaser. See the guide Budget/forecast - create, edit and remove for further information.
Tags in a budget or forecast are used when you have several budgets entered in Boardeaser but want to use different budgets/forecasts, or when you want to use a budget/forecast that is not active in components.
Use tag
You can use the tag the system automatically creates for each budget/forecast: the financial year and the creation sequence number.
You can also create your own tags, which may be easier to select from in the components.
The tag can be added when creating the budget/forecast, or added to the budget/forecast document afterwards.
Reasons to use tags in budget/forecast:
- Ensures that it is the correct budget/forecast being retrieved, and not just the active one.
- Same tag on budget/forecast for different financial years, so you do not have to change the "tag" in formulas every year, you just add the same tag to the budget/forecast that is created, and the formula will retrieve the correct budget/forecast based on the date stated in the component
Create a tag together with the new budget/forecast
Here, you can define your tag for your budget. You get here by clicking on "New budget".
This is a free text box. See example below.
Enter the tag at this step; you can enter multiple tags and press Enter to confirm. Then click on "Save" and follow the upcoming steps to create a budget.
Create the tag afterwards
Under Manage Budget, select the desired budget/forecast (click its name).
Next to "Download budget", there is a button with three dots (···). Click on it and select "Edit".
The corresponding box, when creating a new budget/forecast, will appear.
Fill in the tag(s) and click "Save".
Use tags in formulas in components
To retrieve budget/forecast data in your component, go to components - select which type of component to edit.
Click on the pencil for the row/column/data to be corrected.
Enter the formula:
"Forecast(Account range/RowFormula,@tag)" for forecast
"Budget(Account range/RowFormula,@tag)" for budget
This means that the data will be retrieved from the active budget/forecast, within the parentheses you enter the formula (in this example Account range/RowFormula), which, for example, can be the accounting accounts you want to retrieve from in the budget/forecast. RowFormula means you retrieve the account from the value in each row.
For example, if you want to see how much you have budgeted in turnover, you enter this formula:
Budget(-{3000-3999})
If you have added a tag and want to retrieve that specific data, you can use it in the formula field by typing an @ and the name of the tag. For example, if the tag is called P10, the formula is written like this:
Budget(-{3000-3999},@P10)
or
Forecast(-{3000-3999},@P10)