> For the complete documentation index, see [llms.txt](https://docs.supria.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.supria.com/ref/modules/capital-inteligence/shared-task-guides/review-budget-records-and-build-a-pivot-analysis.md).

# Review Budget Records and Build a Pivot Analysis

Use Budget records for source-oriented entries and Pivot Table for a flexible hierarchical view of Budget, Actual and Commitment.

### Review budget records

<figure><img src="https://2490540843-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FA1TD4u7aWbuBZiD5eIUk%2Fuploads%2FDPDc6YpEOnldA3VFGtNj%2Fbudget-records.png?alt=media&amp;token=4baf2af6-2b59-4773-ac08-a727e6f54f52" alt="Budget records screen with filters, source, amount and document date"><figcaption><p>Budget records screen with filters, source, amount and document date</p></figcaption></figure>

{% stepper %}
{% step %}
Open `Budget records`.
{% endstep %}

{% step %}
Choose `Entries` for individual records or `By period` for the time-based view.
{% endstep %}

{% step %}
Filter or refresh the records as needed.
{% endstep %}

{% step %}
Review WBS, Description, Source, Amount and Document date.
{% endstep %}
{% endstepper %}

The active source is shown above the records, such as ERP (SAP).

### Build a pivot analysis

<figure><img src="https://2490540843-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FA1TD4u7aWbuBZiD5eIUk%2Fuploads%2FvzO6a3U3IYhR2eYWkXwn%2Fpivot-table.png?alt=media&amp;token=f2e2fc0e-060b-49ce-b957-9f77b120fa2b" alt="Pivot Table with PEP levels, row groups, values and currency basis"><figcaption><p>Pivot Table with PEP levels, row groups, values and currency basis</p></figcaption></figure>

{% stepper %}
{% step %}
**Open the Pivot Table**
{% endstep %}

{% step %}
**Choose the Pivot Mode**

Select the required mode, such as Period.
{% endstep %}

{% step %}
**Add row groups or column labels**

Add PEP levels, Year, or Month.
{% endstep %}

{% step %}
**Add values**

Add Budget, Actual, or Commitment.
{% endstep %}

{% step %}
**Use table actions**

Expand All, Collapse All, Refresh, or Export as needed.
{% endstep %}
{% endstepper %}

### Currency basis

{% hint style="success" %}
**Project exchange rate.** The pivot displays its currency basis above the table. Confirm [Exchange Rate Configuration](/ref/modules/capital-inteligence/shared-task-guides/configure-exchange-rates-and-monitor-sap.md) before comparing values from different reporting cuts.
{% endhint %}