A recent update added dedicated on-the-books measures directly to the Forecasts & Budgets topic. If you have existing dashboards that combine Forecasts & Budgets data with on-the-books data from the Bookings topic using XLOOKUPs, you can now consolidate those into a single tile. This article explains how to do that if you choose to.
Before you start
A few things to be aware of before updating any tiles:
Pickup data still requires an XLOOKUP. Dedicated measures are not yet available for Pickup in the Forecasts & Budgets topic. If your existing tiles include Pickup, you will still need to keep the hidden Pickup tab and the corresponding XLOOKUP formula. The steps below cover this.
Rebuild before deleting. Complete your new tile fully and validate the results against the original before removing any old tiles or hidden tabs. Deleting prematurely can cause errors across other tiles that share the same hidden tab.
Update one tile at a time. If you have multiple tiles that use the same XLOOKUP structure, work through them one by one. Only delete the shared hidden tab once all tiles have been rebuilt and verified.
Step 1: Build a new tile in Forecasts & Budgets
Create a new tile and select Forecasts & Budgets as the topic. Then add your measures:
Add Property Name as your row identifier.
Add the relevant on-the-books measure (for example,
Overnight Accommodation Revenue). Because these are dedicated measures, no additional filter is required to scope them to on-the-books data.Add any comparison measures you need — same time last period, previous period revenue, user forecast, and budget.
Add XLOOKUP formulas for Pickup if your original tile included Pickup data. You will still look up the Pickup value from your hidden tab using the same formula structure as before — for example,
=XLOOKUP(A1, Pickups!A:A, Pickups!D:D).Add your calculated columns for deltas (for example, delta to same time last period, delta to forecast, delta to budget).
Format your columns: wrap headers, abbreviate labels where needed, and set decimal places to match your original tile.
Step 2: Check dashboard filter mappings
Once your new tile is on the dashboard, check that any dashboard-level filters are correctly mapped to it:
Open the filter settings for each dashboard filter.
Confirm the new tile's query is included in the filter mapping. Filters applied to the old tile are not automatically transferred — you need to verify each one.
Step 3: Validate your results
Keep both tiles on the dashboard until you have confirmed the new tile produces the same results. Apply the same filters and compare values column by column. Once everything matches, you are ready to clean up.
Step 4: Clean up
After validation, tidy up the workbook:
Rename the new tile to match your original tile's name.
Delete the original tile (the one that used the Bookings topic).
Remove the hidden Bookings lookup tab if it is no longer referenced by any other tile in the workbook. If other tiles still depend on it, leave it in place until those are also rebuilt.
Remove now-redundant dashboard filters. Filters that were used to scope a metric type (for example, a filter scoping the Bookings topic to overnight revenue) may no longer be needed once you are using dedicated measures. Review your filters and delete any that no longer apply.
Once you have worked through all tiles, publish the dashboard.