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EPM Report with Actuals and Plan Data


I need to build a report with both ACTUAL and PLAN data based on the month selected. If a user selects JUN 2017, Data from JAN 2017 to JUN 2017 should be ACTUAL and JUL 2017 to DEC 2017 should be displayed as PLAN data. Also, ACTUAL and PLAN data needs to be color coded for differentiation and ACTUAL data needs to locked from user entry four input.

Color coded Blue is from JAN to JUN with ACTUAL and the cells are locked from data entry.

Color coded ORANGE is from JUL to DEC with PLAN and user can input data to change plan values.

-- Selva.

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1 Answer

  • Best Answer
    Jan 17, 2018 at 08:35 AM

    You can use static column axis with CATEGORY member calculated using Excel formula. Color formatting can be done using Excel Conditional formatting.

    I have answered this question number of times, why not to search?

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