Hello, I'm still pretty new to Pigment and I'm creating some BvA reporting. I'm trying to figure out how to do the below:Show YTD calcs that aligns with the months we have actuals for. In this case, we have actuals for Jan and Feb, so I'd like the YTD calcs to be for Actuals, Budget and the Variance. Actuals and Budget are versions and Variance is a calculated item. Have a view that shows the latest actuals month and YTD calcs in the same table. Ideally it would be Actuals, Budget and Variance for Feb and Actuals, Budget and Variance for YTD. We probably need a view that includes all the trailing months broken out but I'd like to start with the above if possible.Thank you!

Question

YTD Item and Forecast Months

+3

Hello,

I'm still pretty new to Pigment and I'm creating some BvA reporting. I'm trying to figure out how to do the below:

Show YTD calcs that aligns with the months we have actuals for. In this case, we have actuals for Jan and Feb, so I'd like the YTD calcs to be for Actuals, Budget and the Variance. Actuals and Budget are versions and Variance is a calculated item.
Have a view that shows the latest actuals month and YTD calcs in the same table. Ideally it would be Actuals, Budget and Variance for Feb and Actuals, Budget and Variance for YTD. We probably need a view that includes all the trailing months broken out but I'd like to start with the above if possible.

Thank you!