We have a board setup for our Marketing Budget and it has quickly become a big long list of expenditure. I am looking to tweak the current board so that the expenditure comes off the allocated budget.
Each budget item is catagorised (eg. Printing, Digital Marketing, Consultancy, Training) and there are items in these categories with their own budgets, for example, we have an overarching print budget, but there are also budgets for certain items like digital mailers, direct mail, exhibitions.
What we would like…
We would like items under the same category to come off the allocated budget. We could show the remaining budget in another column.
Problem…
I can’t get the formula to add up the spends before taking that off a specific cell/column item. Please help!
Thanks for reaching out!
I would recommend slightly changing your board set-up in order to achieve this.
I would list each of your items as the budget items, and then utilise the subitems for each item that counts towards that budget.
This would look something like the example below:
As the formula column only allows you to calculate horizontally, you can then add a formula column to subtract the amount spent from the budget.
As you add new subitems, this will automatically be added to the summary.
You can use the following formula to calculate the difference. Just be sure to swap out the column names so that they match your own!
