I need to generate a monthly report of all expenses against a fixed budget per category. I've made a layout with sub-summary part when sorted by Category and I've put there the merge fields of the category and a summary field so it shows me how much total I spent per category. Now, I also want to display the fixed monthly budget for that category and the difference with the actual expense.. That last part is where I am stuck at. :/
I have made a number field called FixedMoBudget with auto-enter calculation that goes like this:
In_Categories = "Raw Material" ; 1234 ;
In_Categories = "Freight (Transport)" ; 12345 ;
In_Categories = "Salaries" ; 123456 ;
**and so on, I have a total of 16 categories
...and I made a calculation field that subtracts the summary field of my actual expense from the fixed monthly budget:
FixedMoBudget - In_SumAmountEU. Obviously it's not showing me the value that I want to see when I put it on the sub-summary part any ideas on how I can correctly go about this? All inputs will be greatly appreciated asalways!
TL;DR - Monthly Report that with sub-summary part when sorted by CATEGORY that will display:
2. Total Expenses made for that Category
3. Fixed Monthly Budget
4. Difference between Fixed Budget and Actual Expense
I don't know how to go about correctly displaying items 3 and 4.