Skip to content

Budget per division

Once the new budget should be assigned changes need to happen in 3 places if a new division gets a budget assigned to it:

  1. In the Sales Budget excel file in Teams

sales-budget-excel.png

Link to file: Sales Budget.xlsx

If you need to add a new division

  1. In Power Query of the tb_management_reports_dataset section Other Queries within query Fictitious Offers add a new line for a new division

pq-ficticious-offers.png

  1. Now you need to link the new division to a company. In the query Fictitious Projects add a new line for the division

pq-ficticious-projects.png