Overview

                                            The Source Table:

                                  The Result:

Macro combination:

  • Caculating the difference between monthly budget and actual expenses by categories and display the appropriate status: "Under budget", "Over budget", "On budget".
  1. Wrap source tables with the  Table Transformer macro.
  2. Wrap Table Transformer with the Table Excerpt macro.

  • Reusing the result table and building the chart based on it.
  1. Insert the  Table Excerpt Include macro.
  2. Wrap Table Excerpt Include with the  Chart from Table macro.

  • Creating the pivot table based on the result tables by each month.
  1. Insert  Table Excerpt Include of each month.
  2. Wrap Table Excerpt Include macros with the  Pivot Table macro.

  • Gerenating the yearly report
  1. Wrap Pivot Table with Table Transformer.
  2. Wrap Table Transformer with the Table Excerpt macro.

  • Reusing the result table and building the chart based on it.
  1. Insert the  Table Excerpt Include macro.
  2. Wrap Table Excerpt Include with the  Chart from Table macro.

Macro configuration:

Table Transformer:
 Use the following SQL query for each month:

SELECT *,
(T1.'Actual'- T1.'Budget') AS 'Difference, $',
(T1.'Actual' / T1.'Budget' * 100) AS '% Budget',
CASE
WHEN (T1.'Actual' / T1.'Budget' * 100) < 100
THEN FORMATWIKI("{status:colour=Green|title=Under budget}")
WHEN (T1.'Actual' / T1.'Budget' * 100) > 100
THEN FORMATWIKI("{status:colour=Red|title=Over budget}")
ELSE FORMATWIKI("{status:colour=Yellow|title=On budget}")
END AS 'Indicator'
FROM T*
CODE
Table Excerpt:
Name january
Name february
Name year
Table Excerpt Include:

Excerpt name 

january
Excerpt source Current page

Excerpt name 

february
Excerpt source Current page

Excerpt name 

year
Excerpt source Current page
Chart from Table:
TypeBar
Labels ColumnExpenses Categories
Values Column% Budget
Pivot Table:
Row LabelsExpenses Categories
Column Labels
Calculated ColumnActual, Budget
Operation TypeSum

Table Transformer:
Use the following SQL query ti sum data by months up:

SELECT T1.'Expenses Categories', T1.'Sum of Actual' AS 'Actual',
T1.'Sum of Budget' AS 'Budget',
(T1.'Sum of Actual'- T1.'Sum of Budget') AS 'Difference, $',
(T1.'Sum of Actual' / T1.'Sum of Budget' * 100) AS '% Budget',
CASE
WHEN (T1.'Sum of Actual' / T1.'Sum of Budget' * 100) < 100
THEN FORMATWIKI("{status:colour=Green|title=Under budget}")
WHEN (T1.'Sum of Actual' / T1.'Sum of Budget' * 100) > 100
THEN FORMATWIKI("{status:colour=Red|title=Over budget}")
ELSE FORMATWIKI("{status:colour=Yellow|title=On budget}")
END AS 'Indicator'
FROM T*
CODE

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