Community Contributed Budget Analysis
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This workflow retrieves budget and actual spending data for a specified period and cost center.
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About This Workflow
Overview
This workflow is designed to generate a comparative analysis of budget versus actual financial data. It specifically looks at Year-to-Date (YTD) figures and figures for the previous month, segmented by budget group and cost center. The workflow is triggered on a schedule and dynamically determines the relevant previous month and year for the analysis.
Key Features
- Dynamically calculates Year-to-Date (YTD) and Previous Month (PM) budget and actual amounts.
- Compares budget and actual amounts to show variances.
- Retrieves data from a MySQL database, specifically from
tabBudget Group Detail,tabBudget Group, andtabGL Entrytables. - Filters data by fiscal year, budget month, and cost center.
- Can be scheduled to run automatically.
How To Use
- Import the workflow: Upload the provided JSON to your n8n instance.
- Configure MySQL Credentials: Ensure your MySQL database credentials are correctly set up in n8n.
- Set up Schedule Trigger: Adjust the
Schedule Triggernode to your desired execution frequency (currently set to the 5th day of each month). - Define Input Parameters: The workflow relies on dynamic inputs for
Cost Center,year, andpreviousMonth. These are handled by theDateTime,PreviousMonth, andGet Cost Centers with Budgetsnodes. Ensure these nodes are correctly configured or that upstream nodes provide the expected data structure. - Review MySQL Queries: Examine the SQL queries within the
YTD vs Prevoius Month1andGet Cost Centers with Budgetsnodes to ensure they align with your database schema and reporting requirements. - Execute the workflow: Run the workflow manually or let the schedule trigger activate it.
Apps Used
Workflow JSON
{
"id": "b4224491-1178-4976-8432-c2df6fd43dcf",
"name": "Community Contributed Budget Analysis",
"nodes": 0,
"category": "Financial Reporting",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: b4224491-1178...
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