Use case · Finance
Analyse the quarter’s budget variances
Compare budget and actuals line by line and explain the variances that matter to the executive committee.
20 min
The request
Here is the file Budget 2026.xlsx and the Actuals export as at 30 September. Compare them line by line, calculate the variances in Swiss francs and as a percentage and rank them by size. Produce a spreadsheet with the calculations and a one-page summary that explains the five largest variances, for the executive committee meeting on 15 October.
What Learnya does
- Matches the budget lines with the actuals export.
- Calculates the variances in Swiss francs and as a percentage in a spreadsheet.
- Identifies the five largest variances.
- Writes the one-page summary with the assumptions to check.