Like others here, I wanted more flexible date ranges for the Budget View that comes with the Tiller template. I modified so that you can select any consecutive range of months within the same calendar year.
Now it’s possible to see spending vs. budget in customer combinations including calendar quarters, YTD and any range of months.
Right click the In-Year Budget tab and select options to copy it into your Foundation Template. (If you get a message about duplicate names for the MonthlyVector, I would just add a new one by selecting “No.”)
You have fix to how Excel points back to the source file by eliminating all formula references to this: ‘In-Year View.xlsx’!
Usage is simple, just like the original, select the year. Then select the first and last month within the year you want to display. You can view any combination of consecutive months within a year, but not across years.
Permissions
Use, copy or improve as you see fit. Hat tip to Tiller for the original, which this is directly based on. Thanks to the people below who tested and gave feedback on my original install steps.
FAQ
Why can’t you look across years? These formulas were complex enough. Any my immediate use case was for YTD and quarterly views.
Is your solution for Excel or Sheets? I’m not finding the list of templates in the Excel TMF templates. Also, the sample data link provided is for Sheets. Would you please provide some more detail in the Installation steps to clarify.
It’s Excel. Someone in one of the forums mentioned putting Drive where they could find it, and the template for the Show and Tell seemed to suggest it had to be a link. I’ll attach it here if your hosting it is an option. Otherwise, I have a company website where I could put it, but that seems a bit disjointed.
It got rejected from your system. Recommendations? I could share it with you via my Dropbox but I don’t want to be the permanent source for a file for the community.
Yes, I am now able to access and download the Excel spreadsheet. I wasn’t successful changing the workbook link yesterday. I will try again later today.
You could also globally replace (with nothing) all references in the hidden column I-AG. Reporting to the new book is easier. Excel is sometimes clunky.
Most often, I’ve seen that error when there is an Excel Table reference (e.g. Transactions[Tags]) to a sheet or column that does not exits in the destination workbook. Could that be an issue? Can you open the source workbook and just see what it is trying to reference?
Sorry, all, for the confusion. I tested my solution on a clean instance to make sure it worked. Here’s an alternative solution. If it works, I’ll modify my original above. Do the same steps to copy the In-Year Budget tab (and only that tab) into your main workbook (Tiller-Foundation-Template). Then do a global search and replace (via CTRL-F) to eliminate all instances of ‘In-Year View.xlsx’! (you’ll copy that string, including the single quotes, into the find box, then make sure the replace box shows nothing). That should result in 31 replacements. They’ll all be in hidden columns. That should eliminate the pointers to workbook you copied from).
Curious if it works for anyone else, and if it seems to work with the sample data in the version I uploaded here. It has to be a common problem, i.e. moving a community-developed tab into the Tiller original. Can anyone tell me how to get a fresh copy of the Tiller Foundational template so I can test on that?
