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Return both actual and budget information for nominal accounts

The inXL Get Data option lets you return both actual and budget information for nominal accounts. You'll need a data connection set up for inXL first — see the Create a data connection for inXL article. Once the data connection is set up, follow the steps below.

  1. In the Access InXL tab, click Get Data (left hand end of the ribbon)

  2. Select the Dataset as required.

  3. Choose the Period and Year.

  4. Use Next to set Criteria.

    1. When the Lookup Selector is opened for the item, it is necessary to click Display to return available values.

    2. Use the Arrows to select/deselect items and then Select to save the options.

  5. Click Next to select Nominal Attribute options in the same way as the criteria above.

  6. Click Get Data to return the information to Excel.

    1. The Data sheet shows the information returned.

    2. ReportDefault offers the space to create reports based on it for example pivot tables or similar.

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