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hcze
Helper I
Helper I

Calculate Proportion

Dear DAX and Power BI experts,

 

I am pretty new to Power BI therefore appreciate if anyone could help me with my problem.

 

I would like to present actual vs plan in a bar chart. However my actuals data is in quarterly figures and plans are in annual figures. I need to proportion the plan into quarterly figures based on actuals over the year and product. At the moment, it is only over company, year and product but it should also be able to calculate correctly when new columns are introduced (e.g. Area, Sales person etc).

 

eg. Annual Plan = 100, Quarterly Actuals=10, 30, 50,40 -> Q1 plan = 100 * 10/130, Q2 = 100 * 30/130 and so on.

My question is: What is the most efficient way to do it and how?

 

I also attached the sample data below.

 

Many thanks in advance.

 

Plan

PlanPlan

 

Actuals

ActualsActuals

 

Actuals vs Plan (after calc)

Actuals vs  PlanActuals vs Plan

2 ACCEPTED SOLUTIONS
Nathaniel_C
Super User
Super User

Hi @hcze ,

I believe these are the results that you are expecting.
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathanielplan vs Actual.PNG

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

Hi @hcze ,
Thank you, here is my PBIX Plan vs Actual 
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

5 REPLIES 5
Nathaniel_C
Super User
Super User

Hi @hcze ,

I believe these are the results that you are expecting.
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathanielplan vs Actual.PNG

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

That is exactly what I want but I just don't know how to get there.

Hi @hcze ,
Thank you, here is my PBIX Plan vs Actual 
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

Thanks, Nate. It is perfect!

Hi @hcze ,
You are welcome!





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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