How do I compare budget vs actual with iDBQuery?

Connect your budget spreadsheet and your accounting data, then ask iDBQuery 'Show budget vs actual by department for Q2 with variance and percentage.' It joins the two sources into one model, computes the variances, and returns a cited table or chart with no manual VLOOKUPs.

Budget-versus-actual analysis usually means reconciling a planning spreadsheet against numbers from an accounting system, a manual and error-prone merge. iDBQuery removes the merge: - Connect the budget file (Excel, CSV, or Google Sheets) and your accounting or ERP data source. - Ask 'Show budget vs actual by department for Q2, with variance and variance percentage.' - iDBQuery joins the two sources into one live model, aligns the periods and accounts, computes the variances, and returns a cited table or chart.

A worked example: an FP&A analyst asks 'Which cost centres are over budget year-to-date, and by how much?' iDBQuery flags the overspends and lets you drill into the transactions behind any variance, each cited to a source row.

The differentiator is that there are no VLOOKUPs, no copy-paste, and no stale pivot. Because iDBQuery queries the live model, reopening the report picks up the latest actuals automatically. And because every variance is traceable to source rows, you can answer the inevitable follow-up, 'what's in that number?', instantly rather than rebuilding the workbook. You can turn the whole thing into a shareable live dashboard so budget owners self-serve their own lines rather than emailing finance, and you never re-stitch the two files by hand again.

Updated 2026-06-22