Budgeting using TREATAS


#1

Hi Sam

Just wanted to get your advice on using TREATAS
In the below screen shot you show this by Month and Year. So i can using this function and show any visual by Month and Year only without making any other changes I am guessing??

Is it possible in the below function to add other field columns for “Quarter, Months”, Weeks"
With the knowledge that “Sales Budget” table has these fields inside them>

Thanks


#2

Yes check out this tutorial for additional ways that TREATAS can be used.

The second example here I believe covers what you’re asking about.

For another tutorial on TREATAS see here.