


Actual vs Budget Follow-up Home
Actual vs Budget - Monthly Follow-up
Date
(Level of detail of your actual/budget)
Actual Amount
Budget Amount
- ...add your own attributes!
Required Attributes
To get your Actual vs Budget Follow-up dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):
- Date Period (Date used for time-series analysis)
- (Level of detail of your actual/budget) Level of detail of Actual/Budget (could be entity, organization, project... or whatever + add any required level of detail in "customize dashboard")
- Actual Amount Actual Amount
- Budget Amount Budget Amount
KPIs
Your Actual vs Budget Follow-up dashboard will contain 5 KPIs
- Total ActualTotal Actual amount
- Total BudgetTotal Target amount
- Actual vs BudgetDifference between Total Actual and Total Budget
- Budget Consumption %Share of Total Actual on Total Budget
- Remaining BudgetDifference between Total Budget and Total Actual
Dashboard Pages & Data Visualizations
Your Actual vs Budget Follow-up dashboard will contain 7 pages
Home
Cockpit
Actual vs Budget - Monthly Follow-up
Actual vs Budget - Yearly Follow-up
Actual vs Budget vs LY (YTD / MTD)
Creating your ACTUAL VS BUDGET FOLLOW-UP dashboard Step-by-Step
You want to get a clear understanding on your Actual vs Budget Follow-up results? You want to build a Tableau dashboard to better understand your Actual vs Budget Follow-up data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Actual vs Budget Follow-up data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Actual vs Budget Follow-up data (whether it comes from: ERP, database, Excel, CSV file...)
You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: Actual vs Budget Follow-up' and upload your Tableau workbook (note: your data is NOT uploaded).
74 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
▶ Specific to a Business Sector
▶ Specific to a Data Source
▶ TRIAL Templates
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Actual vs Budget Follow-up dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Actual vs Budget Follow-up dashboard is now ready to be used or customized!