When I run our budget to actuals income statement without the unit set, it runs properly with correct values.
However, once I add the ‘Companies’ unit set, the budget values default back to actuals.
Assume I have not set up the Unit Set correctly, but haven’t been able to resolve. Here is the Unit Set:
I thought I could just remove the ‘Actual’ from Data Source in above screenshot - but this seems to change the Actual values on the Row Set as well which I don’t understand.
Hello
Ledger may be added to a report using Data Source screen in the Row Set, Column Set, Unit Set, or Report Definition. Based on your description of your problem, it seems like the Data Source may be defined in both the Column Set and again in the Unit Set and the settings may be different, conflicting with each other.
Leave Ledger blank on Row Set’s Data Source.
Leave Ledger blank on Report Definitions screen.
Ledger does not typically need to be on the Unit Set or the Row Set but is normally added to the Column Set for a report that is showing Actual versus Budget in separate columns. Good luck!
Laura
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