Build the variance report once so it refreshes automatically each period.
You build the monthly variance report once in Datarails, mapping each budget and actual line to its SAP account. After that, the report refreshes automatically each period—calculating every variance without manual rebuilding—so your team reviews results instead of copying formulas.
Roll the refreshed model into a concise monthly leadership summary.
Assemble the MIS pack once so it refreshes each month instead of being rebuilt.
Draft management commentary on the variances with FP&A Genius, then refine it.
Model a reforecast alongside the base budget and compare outcomes.
Start from your budget workbook with budget and actuals loaded.
Lay out the report: accounts or cost centres as rows, and budget, actual, variance, and variance-percentage as columns.
Map each row to its SAP account so figures refresh automatically.
Add conditional formatting to highlight material variances.
Save the report as a reusable Datarails template.
Refresh each month to regenerate the report with new actuals.
Imagine [Finance Team] prepares a monthly variance report for [Cost Centre]. 1. Open the budget workbook with budget and actuals for [Cost Centre]. 2. Create a new sheet with rows for [Account A], [Account B], [Account C], and [Account D]. 3. Add columns: Budget | Actual | Variance | Variance %. 4. Map [Account A] to SAP account [code], [Account B] to [code], and so on. 5. Apply conditional formatting to highlight material variances. 6. Save the sheet as a Datarails template named [Cost Centre Variance]. 7. Next month, refresh the template—new actuals flow in, variances recalculate, and formatting updates automatically.
Build a reusable budget-vs-actual template with accounts as rows and budget, actual, variance, and variance-percentage columns mapped to SAP, with material variances highlighted, so it refreshes automatically each month.
Turn the consolidated model into live dashboards that refresh with the data.
Consolidate revenue from Salesforce, SAP, and Excel into one model without manual merging.