When working on budget data inside Power BI, you need to solve and manage data at different granularities.
In this video, I work through the ultimate formula for allocating budgets to daily results.
I also work through all individual steps in the formula so you can see how it all works together.
Enjoy working through this one!
Sam
**** Video Details ****
2:00 - the budget allocation formula
3:03 - understanding the allocation algorithm
5:18 - components of the budget allocation formula
7:34 - using TREATAS to create virtual relationships
9:52 - changing granularity in the formula
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**** Related Links ****
Managing Seasonality In Your Budget Analytics - Advanced Power BI - blog.enterprisedna.co/managin...
Compare Actual Results To Budgets Using Power BI Forecasting - blog.enterprisedna.co/compare...
Power BI Budgeting Technique: Allocating Monthly Budgeting Sensitivity Table - blog.enterprisedna.co/power-b...
**** Related Course Modules ****
Budgeting & Forecasting - portal.enterprisedna.co/p/budg...
Mastering DAX Calculations - portal.enterprisedna.co/p/mast...
Time Intelligence Calculations - portal.enterprisedna.co/p/time...
**** Related Support Forum Posts ****
Incorrect Budget Allocation With Weighting - forum.enterprisedna.co/t/inco...
Allocate Quarterly Budget - forum.enterprisedna.co/t/allo...
Allocation Of Brand (Category) Budget Using Monthly Seasonal Factors - forum.enterprisedna.co/t/allo...
For more budget allocation support queries to review see here…. - forum.enterprisedna.co/search...
11 июл 2024
