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I need to create a DRE (Exercise Result Statement). This report presents the value realized by the company (Spending) x what was planned (Budgeted)
The idea of this report is to work in the pivot table, and working with 1 month, or large periods of months, and in each month, have the carried out and budgeted for January, February, March, etc...
The problem I'm having is the following:
I have an xls data source with planned expenses, it has the fields:
Category
Amount to be spent
Date (Type day month and year)
Another source of data with what was accomplished:
Category
Date payment (Type day month and year)
Amount spent
These tables are merged to get everything that is budgeted and what corresponds to the realized table, by the Category unifier.
And when I add the Payment date field (Type day, month and year) from the table, the values are multiplied by several numbers.
When I put more than a month into my report, it displays last month's realized value, which is wrong. In the print below, for example, it says that we made sales in February 2024, which is a lie, as we didn't sell anything!
Here is a data merge.
