Budget Statistics

Overview

The Budget Statistics driver ensures that your historical data for budget is the same as the data in the database. It is referenced by the Statistics, GlobalRev, GlobalExp and Depreciation worksheets for LYA, CYB and CYA_YTD information. Also, the Rolling12 spreads on the Statistics worksheet are pulled from the StatData tab.

If you are using staggered start periods for your budget groups, the GlobalStatUpdate report has logic that will pull the appropriate values to correspond to the correct period.

NOTE: Click Refresh Data to refresh your statistics with the latest information available.

Settings

Open driver. For each entity, this driver contains the following information:

• BudgetGroup – Enter or modify this value.
• Stat Name – Enter or modify this value.
• DEPT – Enter or modify this value.
• ACCT – Enter or modify this value.
• Spread Tag (Facility Statistics only) – Select the default calc method to use for the budget group.

The Global Statistics sheet contains the following additional columns:

• FY 20XX Actual – Actual, year before last.
• FY 20XX Actual – Actual, last year.
• FY 20XX Budget – This year's budget.
• FY 20XX Dec YTD Actual – This year's December YTD actual.
• FY 20XX Jan-Jun Projected – This year's January - June, projected.
• FY 20XX Projected – This year, projected.
• Actual Percentage of Total – Percentage change from previous year.
• Change – Percentage change.
• Budget Percent of Total - Budget percent of total.
• FY 20XX Budget – Next year's budget total.
• Bud-Proj Amt – Variance amount, budget vs. projection.
• Variance % – Variance percentage.

The Service Line information at the bottom of the worksheet is pulled from the Budget Service Line Supplement driver. Before you make any changes to these line items, make sure to select Previous Input from the Spread Tag column. This will ensure your edits are retrieved from the Statistics driver table versus using the default calculations.

Video instructions