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However, the market conditions may change during the financial year and
the company may have to reset its goals. This requires analyzing the financial
data with the budget estimated at the beginning of the financial year (Budget
Sum) and the actual expended sum from the beginning of the financial year
to date (YTD Actual Sum).
At any time during a financial year, you can calculate the following −
Unexpended Balance
Unexpended Balance is the budget remaining after the actual expenses, i.e.
Budget Attainment %
Budget Attainment % is the percentage of the budget that you have spent to
date, i.e.
Add the measures Budget Sum, YTD Budget Sum, YTD Actual Sum, Budget
Attainment % and Unexpended Balance from Finance Data table to Values.