Calculate the difference between 2 vlaues in a table visual in a report

[CassieM]

Hello,

I am (really) new to Power BI and I apologise in advance if this has already been answered somewhere but I couldn't find it.

I have 2 tables:

1) Expense table

2) Budget table

They have a relationship on (Budget tbl) Category -> (Expenses tbl) Categories. 1 to many

I have a table visual that totals the budgeted amount against the amount spent:

I want to add a column called "Balance" to the table visual above that shows the difference between the "Sum amount budgeted (USD)" and the "Amount spent (USD)", as per mockup below:

In Excel, that would be very easy to do.

I've tried different Quick Measures but I've not been successful.

I would appreciate some help please.

Thank you

[jdbuchanan71]

You will want to write a couple measures.

Total Spent = SUM ('Actuals'[Amount Spent (USD)])

Total Budget = SUM ('Budget'[Amount Budgeted (USD)])

Then a measure to calculate the balance using our first 2 measures.

Balance = [Total Budget] - [Total Spent]

You can  pull these measures into a report along with your Category field from the Budget table.

[CassieM]

thanks jdbuchanan71.

How do I get rid of the duplicates - see below - please?:

thank you

[jdbuchanan71 · Accepted solution]

In your table pull in only

• Category from your budget table
• Total Spent
• Total Budget
• Balance

[CassieM]

Yeah! Thank you so much!

I really need to take a course!!

[jdbuchanan71]

There is a lot of good and free stuff out there.  Take a look at this to start with.

https://www.youtube.com/watch?v=klQAZLr5vxA

It is an DAX 101 lecture on the PowerBI youtube cannel.

[CassieM]

thank you! I will 🙂