Budget Controlling | Tableau Exchange

Budget Controlling

by Tableau


This Tableau Accelerator allows you to:

  • Assess & Control your budget consumption
  • Appraise budget consumption from different perspectives: Month-to-Date. Year-to-Date, Actual vs Budget vs LY, Tabular View

Demo video

Answer key business questions

  • Where do we stand vs. our Budget? Monthly? Yearly?
  • Where do you have a Budget deviation?
  • How do your Actual, Budget, and last year’s data compare?

Monitor and improve KPIs

  • Total Actual: Total actual amount (expressed in currency)
  • Total Budget: Total budget amount (expressed in currency)
  • Actual vs Budget: Remaining budget to be consumed (expressed in currency)
  • Actual vs Budget %: Share of budget consumed (expressed in %)
  • Budget Consumption %: Share of budget that was consumed (expressed in %)

Required attributes

  • Date (date): Period
  • Actual Amount (numeric)
  • Budget Amount (numeric) (add the level of detail of your choice to your dataset)


Supports data mapping


Developer WebsitePrivacy PolicyTerms of Service

Download and start your free trial of Tableau today.

Try Tableau Now