Hi Everyone,
I am attempting to automate our budgeting document for purchasing. Here is a summary of our purchasing process:
The budget is allocated at the VP level. Engineers from various VP groups request money to spend, that money is approved and taken out of the budget as an estimated amount. As invoices are approved and reported, the "actual" amounts are taken out of the appropriate budget pool replacing the estimated amount.
I have the relationships made and two queries to group and create estimated and actual totals for each budget pool, which is half the battle. My problem is the final product.
I want each VP to pull a sheet summarizing their budget data. Which includes: all budget pools, estimated amounts deducted from appropriate pools and actual amounts deducted to replace the estimate.
My only problem is as I take the original budget data and add one of the sum queries, only the data related to that sum query is visible. I want it to include all budgets even if no estimated or actual amounts have been deducted. Any way of doing this? I haven't worked on it much, maybe a query isn't the correct way to do this...
Thanks,
Matt