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tgibble Frequent Visitor
Frequent Visitor

Actual vs Forecast Visual Help

Power BI Community,

 

I am trying to create a visual (clustered column chart) that shows actuals and forecasted values by month.  The table I has contains the following information:

(Each saving is one item with the following data)
Savings Name
Start Date
End Date
Actual annual savings
Forecasted annual savings


Can I do this with the data I have?  I am not sure how to take the annual savings a break it up by month.  

 

Thanks,

Tim

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Actual vs Forecast Visual Help

Hi,

Please download my PBI file from here.

Hope this helps.

Untitled.png

3 REPLIES 3
Super User
Super User

Re: Actual vs Forecast Visual Help

Hi,

Share data in a format that can be pasted in an Excel file.

tgibble Frequent Visitor
Frequent Visitor

Re: Actual vs Forecast Visual Help

I think I need to use measures but I not sure what the function would be.  

 

Below is an example of the data I have:

NameAnnual SavingsMonthly SavingsStart DateEnd date
AV Savings $            120,000 $                 10,0001/1/201912/31/2019
Housekeeping Savings $              20,000 $                   1,6673/1/20192/28/2020
Lab Savings $              11,000 $                       9174/1/20193/30/2020


How can I get a measure to take the monthly savings and divide by month using the start and end date, and then add all the savings that occur in each month.  For example, the clustered column would have $10k for January 2019, $10k for February, $11.6k for March, and $12.5k for April.  I also want to function to not add the monthly savings for a particular project after the end date is reached.  

Thanks,
Tim

Super User
Super User

Re: Actual vs Forecast Visual Help

Hi,

Please download my PBI file from here.

Hope this helps.

Untitled.png