4.3 - Incremental and zero-based budgeting using number columns
Learn to copy values from another series to create an incremental budget, or insert an empty number series to create a zero-based budget.
Create a budget from prior-year values
In the Planning ribbon, go to Insert Column > Number and select Copy from another series. Select PY Revenue as the source series.
Enter Budget as the name for the new measure.
This example creates a Budget measure with values copied from PY Revenue. Select a cell to update values as needed.
Create a budget using a blank template
In the Planning ribbon, go to Insert Column > Number and select Insert a new empty series.
Enter Budget as the title and select Visual Measure. For Input type select Number, for Column aggregation type select Sum, and for Row aggregation type select Sum. This example inserts a Budget measure.
Select the checkbox to distribute parent values to child members in the hierarchy.
To enter values, select a cell.
Enter values in the formula bar. You can also enter scaled values such as '18b' or '50m.
Values are distributed automatically across row and column hierarchies and aggregated up to totals. By default, values are distributed equally down hierarchies.
To change the distribution method, select a cell and open the distribution menu.
Select the Distribute by weights of PY Revenue distribution method to distribute the 2026 Budget based on the weights of the previous year's revenue.
The value is redistributed based on the selected method.
