Actual v/s Rolling Budget in Power BI

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In this video, we explain how to compare actual spending with budget estimates in Power BI. You will learn how to set up your data models and write the necessary calculations to build reports that show both actual and rolling budgets.
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28 май 2024

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Комментарии : 39

@GoodlyChandeep Месяц назад

Download the file ⬇ - goodly.co.in/actual-vs-rolling-budget-power-bi Mastering DAX & Data Modeling Course 📊 - goodly.co.in/learn-dax-powerbi/

@sagayamuthu5136 12 дней назад

This was the exact video I was looking for 👏🏻👏🏻

@SSRealEstates83 5 дней назад

One word...Amazing @goodly...

@shubhabratadey Месяц назад

You are just Hans Zimmer of DAX....Just poetry for you...Really appreciate the way you explain us the complicated DAXs...Not all of us are Pro and it really helps when we have you to address complicated scenarios. I always wait for videos to pop up...Keep educating us...🤗

@anillpatel Месяц назад

Absolutely amazing. So well explained. This is an example you can literally use in your company. Can you imagine meeting Chandeep and going out for dinner. The amount you would learn would be priceless....,

@GoodlyChandeep Месяц назад

Lets go for a dinner :)

@getsetgoo3334 Месяц назад

I always learn new stuff from your videos, thanks for sharing

@tak0331 Месяц назад

Masterful display on how to keep it simple. Thanks Chandeep!

@Murli181 Месяц назад

This is what I call Michael Holding. Poem in motion. fantabulous. Great Job Chandeep.

@stephencross4978 27 дней назад

Brilliant video and a great idea that I can use to impress by sales manager. thanks again !!

@karinamatvejeva3164 Месяц назад

It is amazing 🤩 thank you so much!!!❤❤❤

@chrism9037 Месяц назад

Great video as always, thanks Chandeep!

@bharatdhawan66 Месяц назад

amazing video, an eye opener

@kiransawant5991 Месяц назад

Great way to teach , can we also get an course on DAX studio. Thankyou

@faisalag9611 Месяц назад

Awesome,bang on target. Well explained, thanks for sharing 😊.

@datareggibi Месяц назад

Awesome guy, thans for share!

@vishalnasre1251 Месяц назад

Implemented the something similar long back, I think in 2022 Addition to this we can try is instead of budget show the forecasted values for those month and then add the add one more measure which shows in comparison of actual and forecasted on existing months and conditional formatting accordingly.

@geovanrocha2822 Месяц назад

That's amazing!

@unnikrishnansanthosh Месяц назад

thank you for sharing this new idea

@NILG007 Месяц назад

This is super awesome 😎

@flynnfu9874 Месяц назад

Thanks for the great solution, I was wondering is there one way to calculate the YTD cumulative sum ?

@sanjeevsoni6793 Месяц назад

Excellent ❤

@megabuilds3007 Месяц назад

That's amazing. One issue facing is: Mon-Year soring. How to sort it? What is YM Sort col in your calendar?

@labcdel4384 Месяц назад

Banger video as usual.

@zahir585 Месяц назад

It doesn’t get better than this ❤❤❤🙌🏻✌🏻

@MS-sb3gv Месяц назад

Nice!

@vansree Месяц назад

Slight variation scenario: If a requirement is to retrieve actuals for a given segment/category up to a certain month and If there are no actuals available, you should use the budget amount instead. The COALESCE function can help you achieve this. Let’s break it down: Requirement: Retrieve actuals for on or before a certain month. Caveat: If there are no actuals in a given segment, use the budget amount. Formula: COALESCE([Actuals Amount], [Forecast Amount]) Here’s how you can interpret this formula: If the [Actuals Amount] is available, it will be used. If the [Actuals Amount] is not available (i.e., null), the [Forecast Amount] will be used instead. Feel free to apply this formula in your data processing or reporting tasks. 🙂

@tinaflemons263 Месяц назад

Great video, how would you add additional font formatting to indicate you exceeded quota

@abacusdotcom Месяц назад

Many Thanks.

@ahmesamsaed5961 Месяц назад

wonderfull

@sajalnagar2128 Месяц назад

Hey Chandeep, Thanks for this. This is a great help.I have been working on something similar- my only question is around the measure 'Sales Until' for the VAR 'EndDate' can we use SELECTEDVALUE instead of MAX as as my data source will have entries/data for subsequent periods but month is not finalized for those subsequent periods?

@brightonalbert3237 28 дней назад

Thanks well explained, that total is confusing is it for actual or for the Budget i would suggest what if you have total actual and Total budget which would be in brackets also can we be able to see the budgeted amounts for those months in blue next to the actual or percentage

@gurvindersingharora5301 Месяц назад

Hello Sir, When to combine ALL function with Calculate + Filter function in DAX in Detail ? Please make a video of it 🙏 ❤

@sourabhpatel3834 23 дня назад

00:02 Calculating rolling budget in Power BI 02:01 Adjusting data model for calculations 03:55 Creating relationships between tables in Power BI 05:39 Utilizing inactive relationships for dynamic filtering in Power BI 07:23 Creating a period between start date and end date in Power BI using DAX functions 09:11 Calculating sales for a specific period in Power BI. 11:13 Activating relationship between dates in Power BI 13:07 Creating budgets based on slicer selections 15:00 Creating a new measure to consolidate actual and budgeted sales numbers. 16:49 Using conditional formatting to visually indicate actuals and budgets 18:27 Handling missing data in Power BI

@MoonShine-bs6cl Месяц назад

Can you please make a video on how to filter the 2 columns of two different table in one slicer using dax, like how we have the custom visual of hierarchy slicer, same way how to achieve by dax.... It would be a new learning.. Thanks a lot