New budget not showing up on my reports

Susan Trippe

My budget column numbers are all zeros when I try to run reports using the new budget scenario I uploaded today. I made sure I chose the new scenario when running the report so it doesn't seem to be that. I uploaded using the Excel Budget Creator, which I've been using for several years and never had this problem until this year.

Gabriel Cruz

@Susan Trippe
If you're using the same scenario name in the budget parameter, I don't see any reason it shouldn't work. That seems odd.

Susan Trippe

@Gabriel Cruz
I ran my report again this morning and the budget is now showing up. I'm wondering if there is some kind of update that runs overnight? If that's the case, the support people should know that. I had a long chat with support about this yesterday, and that person had no idea what was causing the problem. They even suggested that I should create a new Chart Organizer. I've never had to do that before…Anyway, it's finally showing up on my reports so I can move forward.

Kevin Brazell

@Susan Trippe
no , once the budget is in and saved, the report can see it immediately. Hard to troubleshoot after the fact now that it's working but in my experience it's usually a column setup issue, particularly if using a saved report. While using same budget scenario but if there is a filter on the report/ column, or the date on the budget column didn't update to new FY budget, are the most likely culprits

Susan Trippe

@Kevin Brazell
That was not the case with this one. I haven't made any changes to the report setup since yesterday, but suddenly it is working this morning. I had this same problem about a week ago with an earlier version of our new budget, but the budget finally started showing up on the report after a couple of hours. Very weird.

Elizabeth Herb

@Susan Trippe
I am having the same issue! I guess I will wait and see if it magically appears tomorrow morning. ?

Susan Trippe

@Elizabeth Herb I'm glad to know I'm not crazy ?

Gabriel Cruz

@Kevin Brazell
I am experiencing the same issue that Susan encountered. Could this be a glitch?

Screenshot 2024-09-25 124351 - annual budget.png

Gabriel Cruz

@Kevin Brazell

Gabriel Cruz

@Susan Trippe
If you encounter this issue again, go to the budget variables in your report query, delete the variables, and then reinsert them. That should solve the problem. I've had the same issue, and this method has worked for me.