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Mark203 Frequent Visitor
Frequent Visitor

Calculate budget monthly

Hi all,

 

I would like to compare my production to my budget in different months by different projects. I would like to make a graph to compare the production per month to the budget per month per project. Now for my date the production per month isn't a problem. For the budget i'm having troubles getting the right format for my data. 

 

What my data looks like for the production:

Project X - date - hours - spend budget

 

Example:

Project xyz - 31-03-2019 - 4 - 400

Project xyz - 01-04-2019 - 7 - 700

Project 123 - 01-05-2019 - 8 - 800

Project 123 - 02-05-2019 - 8 - 800

 

What my date looks like for the budget:

Project X - Startdate - enddate - budget for the periode  (less then 1 year)

 

Example

Salesproject XYZ - 01-01-2019 - 31-12-2019 - 12.000 > Now i want to compare the budget (1k each month) with the production.

Same for:

Salesproject 123- 01-01-2019 - 31-05-2019 - 7.000

Salesproject ABC- 01-07-2019 - 31-12-2019 - 2.000

 

Any ideas how I could compare this in chart?

 

I hope you guys can help me. If anything is unclear please let me know.

 

2 REPLIES 2
Community Support Team
Community Support Team

Re: Calculate budget monthly

Hi @Mark203 ,

I still have a little confused about your requirement.


I would like to compare my production to my budget in different months by different projects. I would like to make a graph to compare the production per month to the budget per month per project.


What do you want to calculate in power bi? 

In addition, what isdoes your data look like and what is the desired output?

Do you have the different tables for production and  for the budget?

If it is convenient, could you describe your logic in more details so that we could help futher on it?

Best Regards,

Cherry

 

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Mark203 Frequent Visitor
Frequent Visitor

Re: Calculate budget monthly

Hi Cherry,

 

Thanks for your repley. Ill try to explain my problem more clearly.

 

I have 1 table with the following columns:

  • Projectname
  • Projectcode
  • Projectbudget
  • Projectstartdate
  • Projectenddate.

in this table each row is a project. The amount in projectbudget has to be spread between projectstartdate and projectenddate.

in my second table i have the following data:

  • Projectname
  • Projectcode
  • hours
  • Actual Value = Value of the hours (Time x price) 
  • date

In this table each time entry is a seperate row. 

 

Now what I want to see is the budget spread over the right time periode (projectstart-enddate) compared to the Actual Value. I want to make a graph with on the X-axis the months and as value the budget for that month for a project (filtered) and the Actual Value.

 

I hope this makes things more clearly. If not please let me know.

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