Step 2: The dashboard data

1. Open this spreadsheet

2. Notice that there are 2 tabs along the bottom. The first sheet contains the date range that will show in the dashboard (past 12 months). The second sheet contains the budget and actuals data for each of the months in the date range in the first sheet.

3. Make a copy of the spreadsheet (File -> Make a copy)

4. Rename the new spreadsheet to "Budget Variance"

5. Star the new spreadsheet

6. In the new spreadsheet, click on Extensions -> Visata for Rent Manager -> Open sidebar (not seeing this option?)

7. Create a new report

   • Name: "Budget"

   • Report: Actual vs Budget

   • Sheet: Budget Variance

   • Headers: Default

   • Refresh: Daily, 2 AM to 3 AM

   • Bundle: Multiple periods

   • Parameters:

     • Properties to Include: All properties

     • Bundle Periods: Monthly

     • Change the Bundle Start and Bundle End to be dynamic by clicking the grid icon next to each input

     • Bundle Start: Months A2

     • Bundle End: Months B2

     • Budget Type: P&L and Balance Sheet

     • Cash or Accrual: Select your accounting method

     • Budget Comments: unchecked

     • Collapse Accounts: unchecked

   • Columns:

     • Open the Budget Variance sheet and notice the orange columns. Now toggle exactly the same columns in the sidebar.

8. Click Save

9. Click Run report

It may take several seconds to run this report for 12 months. If Google sheets freezes up and is unable to run it for all 12 months (this can happen in free Gmail accounts), then adjust the date range in the Months sheet to be 6 months and try again.

Save as data source

• Open this link

• Click the copy button:

• Click Copy Data Source

• Close the tab with the template data source you copied

• Click STARRED

• Choose the spreadsheet we just created ("Budget Variance")

• Choose the "Budget Variance" worksheet

• Leave the options as is

• Click Reconnect

• Click Apply

• In the top left corner, rename the data source to "Budget Variance"

Open the dashboard

Time for step 3! Open the link below before continuing on:

https://lookerstudio.google.com/reporting/98acd605-3d68-494c-9eb1-0c242572e28c/page/QuHaD