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Create and verify a linked budget

2 min readPDF page 123

Goal: create a working budget and check that changes reach the summary and the chart. Requirements: a blank board or the Budget page from Create a plan from a blank board. Use Data tables, not Plain tables. The amounts are sample values in USD.

RowA: ItemB: QuantityC: PriceD: Formula
2Venue2250=B2*C2
RowA: ItemB: QuantityC: PriceD: Formula
3Printing1001.50=B3*C3
4Food2018=B4*C4
5Equipment1140=B5*C5
6Total=SUM(D2:D5)
  1. Insert a Data table called Budget. Use row 1 for the four headers and add the sample rows.
  2. Enter the formulas in D. Apply USD currency to C and D. Check D2=500, D3=150, D4=360, D5=140 and D6=1,150.
  3. Add a page Report and another Data table called Summary, with the columns Metric and Value.
Spreadsheet editing
Spreadsheet editing Write formulas with help
  1. In Summary, type A2=Budget total and B2==Budget!D6; A3=Spending limit and B3=1200; A4=Available and B4==B3-B2. Available should be 50.
  2. Go back to Budget. Select the labels and totals of rows 2 to 5, choose Create chart and bars. Do not include the grand total as another spending category.
  3. Save a version Budget before changing food. Change C4 from 18 to 20.
Charts linked to the data
Charts linked to the data Show a trend
  1. Check: Food=400, Total=1,190 and Available=10. The Food bar must change too.
  2. Place the chart and Summary next to an explanation or inside a document. Export and open the report to check the delivered figures.