Comparing Actual Results To Yearly Budgets Cumulatively in Power BI w/DAX

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Learn how to compare actual results in Power BI with yearly budgeting data. Technically this is comparing data at different levels of granularity. Same techniques will apply across a range of scenarios.
**** Video Details ****
2:48 - determining cumulative sales
4:22 - getting cumulative budget
4:55 - difference of actuals to budgets
5:35 - visualising the data
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**** Related Links ****
Compare Cumulative Information Over Different Months In Power BI - blog.enterprisedna.co/2019/10...
Showing Actual Results vs Targets Only To Last Sales Date In Power BI - blog.enterprisedna.co/2019/07...
Explore Forecasting Logic In Your Power BI Models Using DAX - blog.enterprisedna.co/2019/04...
**** Related Course Modules ****
Budgeting & Forecasting - portal.enterprisedna.co/p/budgeting-and-forecasting
Financial Reporting w/Power BI - portal.enterprisedna.co/p/fina...
Mastering DAX Calculations - portal.enterprisedna.co/p/mast...
**** Related Support Forum Posts ****
Getting Totals Correct When Using The Budget Allocation Formula - forum.enterprisedna.co/t/gett...
Budgeting Allocation Material - forum.enterprisedna.co/t/budg...
Cumulative Budget Question - forum.enterprisedna.co/t/cumu...
For more budget allocation support queries to review see here….
forum.enterprisedna.co/search...

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Опубликовано:

10 июл 2017

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@EnterpriseDNA 4 года назад

***** Related Links ***** Compare Cumulative Information Over Different Months In Power BI - blog.enterprisedna.co/2019/10/10/compare-cumulative-results-for-multiple-months/ Showing Actual Results vs Targets Only To Last Sales Date In Power BI - blog.enterprisedna.co/2019/07/31/showing-actual-results-vs-targets-only-to-last-sales-date-in-power-bi/ Explore Forecasting Logic In Your Power BI Models Using DAX - blog.enterprisedna.co/2019/04/08/forecasting-techniques-in-power-bi-using-dax-formula/ ***** Related Course Modules ***** Budgeting & Forecasting - portal.enterprisedna.co/p/budgeting-and-forecasting Financial Reporting w/Power BI - portal.enterprisedna.co/p/financial-reporting-power-bi Mastering DAX Calculations - portal.enterprisedna.co/p/mastering-dax-calculations ***** Related Support Forum Posts ***** Getting Totals Correct When Using The Budget Allocation Formula - forum.enterprisedna.co/t/getting-totals-correct-when-using-the-budget-allocation-formula/313 Budgeting Allocation Material - forum.enterprisedna.co/t/budgeting-allocation-material/788 Cumulative Budget Question - forum.enterprisedna.co/t/cumulative-budget-question/2040 For more budget allocation support queries to review see here…. forum.enterprisedna.co/search?q=budget%20allocation

@EstebanSuarezCastro 6 лет назад

You rocks man! Keep going! Awesome work

@benjamintodd2982 6 лет назад

This is fantastic. I really am enjoying your tutorials about Power BI. It is great to able to see such fantastic insights in the data I am working on. Thank you for your brilliant tutorials as always :)

@EnterpriseDNA 6 лет назад

That's great. Chrs

@siemdevlieger 6 лет назад

Hi, nice video, is this also possible without creating a separate measure for 'actuals' and 'budget'? I have a similar dataset, but instead of having separate measure for actuals and budget data I have one column which indicate if the record relates to 'Actual' or 'Budget'. However by doing this my cumulative measure does not work and I have same numbers for actuals and budget

@EnterpriseDNA 6 лет назад

Hi there, check out a recent webinar that dives into advanced budgeting techniques. This shows you how to get cumulative totals from your budgets. There's some advanced formula required. See link - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-n_Ki8XA4cCY.html

@downpour_girl 3 года назад

Hi there, how did you calculate your measure for Days in a Year?

@EnterpriseDNA 3 года назад

Hello Sloan Kilian Mana, thank you for posting your query onto our channel. Below are the formulas provided for the reference: A. To calculate "Days In A Year" - Days in Year = CALCULATE( COUNTROWS( Dates ) , ALL( Dates ) , VALUES( Dates[Year] ) ) B. To calculate "Days In A Month" - Days in Month = CALCULATE( COUNTROWS( Dates ) , ALL( Dates ) , VALUES( Dates[Month & Year] ) ) For furthermore queries, you can also write back to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the Forum provided for the reference. Hoping you find this useful and meets your requirements that you've been looking for. Happy Learning!!! forum.enterprisedna.co/

@downpour_girl 3 года назад

@@EnterpriseDNA Thank you!