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Regular Visitor

## Calculating value from table values

I have created a table and need a formula to calculate the values in a vacant column. The relevant columns in the table are shown below. I want to calculate the Variance, which is the the difference between "Budget" and "Actuals to Date" plus "Forecast to Complete", as a percentage.

The Budget, Actuals to Date and Forecast to Complete all come from different data tables. The Budget and Actuals are sums and the Forecast is filtered to only show the latest amount.

Any help appreciated.

Steve

1 ACCEPTED SOLUTION

Accepted Solutions
Regular Visitor

## Re: Calculating value from table values

Thanks Thejeswar

I am happy with the result. We round the variance value to a whole number, so it will be 0% in this case, which is what would be expected.

Cheers

10 REPLIES 10
Senior Member

## Re: Calculating value from table values

Hi @kennoe,

It will be easier to assist if you can share the PBIX file with such a scenario present.

It will save a lot of time involved with re-creating the scenario from our side to satisfy your requirement

Highlighted
Regular Visitor

## Re: Calculating value from table values

I appreciate your help on this matter but I am not in a position to share the PBIX file.

I take that the solution is not a simple matter of a formula that uses the values in the table?

Thanks

Steve

Super Contributor

## Re: Calculating value from table values

Hi @kennoe,

Are Budget, Actuals to Date and Forecast calculated columns/measures or original fields in source data tables? You could provide some dummy data to make the source table structure and relationships more clear.

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Regular Visitor

## Re: Calculating value from table values

I have extracted data from the tables to try to explain what is required. These three tables are where the base data is drawn.

Table 1 - Budget

 IdentifierId Funding Status Funding Type Budget 5 Planned OPEX 136244 5 Allocated OPEX 136244 5 Released OPEX 136244 5 Released OPEX 15400 9 Planned CAPEX 358125 9 Allocated CAPEX 358125 9 Released CAPEX 358125 9 Planned OPEX 77948 9 Allocated OPEX 77948 9 Released OPEX 77948 9 Planned OPEX 181880 9 Allocated OPEX 181880 9 Released OPEX 181880 9 Planned OPEX 103567 9 Planned OPEX 517835

Table 2 Actuals

 IdentifierId Actuals to Date Expense Type 5 72680 OPEX 5 11334 OPEX 5 43555 OPEX 9 966 OPEX 9 8574 OPEX 9 298425 CAPEX 9 19614 OPEX

Table 3 - Forecast

 Title IdentifierId Forecast to Complete Forecast for period 1Aug2018 to 31Aug2018 5 14112 Forecast for period 1Aug2018 to 31Aug2018 9 289893

The report shows the Budget as sum of CAPEX and OPEX amounts, with a Status of "Released" for each identifier, Actuals as the sum of all amounts for each of the identifier, and for Forecast, the table is filtered so only the most recent amount for each identifier is shown. For project 5 it would look like this:

 Budget Actuals Forecast 5 151644 127569 14112

I want to calculate the variance between actual costs plus what is forecast and the budget, which is calculated as "(Budget/(Actual + Forecast"))/Budget". For project 5 this calculates as 0%.

If this is too hard to do, I will fall back to Plan B and export the report to excel and add the variance to the report there.

Hope this helps

Senior Member

## Re: Calculating value from table values

Hi @kennoe,

Went through your data. Can you also tell what is the expected Vaiance for your Identifier 5?

As far as I tried, the value comes as 0. But if you look deeply, it is not 0%. It is something like 0.00070581%

Going by the formula which you have given, for Identifier 5,

Budget = 151644

actuals + Forecast = 127569+14112 = 141681

The Variance Calculation would be something like this

(151644/ 141681) / 151644 = 0.0000070581

When multiplied by 100, it becomes 0.00070581%

I am afraid going by this formula, even excel is going to give the same value.

Clarify if I am missing something here...?

Regular Visitor

## Re: Calculating value from table values

Thanks Thejeswar

I am happy with the result. We round the variance value to a whole number, so it will be 0% in this case, which is what would be expected.

Cheers

Regular Visitor

## Re: Calculating value from table values

While the solution proposed was correct, I have not been able to make it work in real life. My actual data is more complex than the example used to devise the solution and I think there is an issue with the relationships between the tables that is causing the problem.

Here is the relationship chart for the example data:

Example data only

This is the chart for the actual data:

The extra table is the only real difference between the charts and it means I cannot have the same relationships between the tables.

Any help appreciated.

Steve

Senior Member

## Re: Calculating value from table values

Hi @kennoe,

Try this approach. Not sure how this will suit for your data.

If possible can you remove the join between the Actual Expense and Initiative Register. That should be aloowing you to make the join beween Actual Expense and Forecast as active.  My guess is it will not affect the relationship between Actual Expense and Initiative Register as these tables will continue to be related through Forecast table

Note: Keep the join between them Bi-directional, so that the Initiative Register table continues to be in the model and respond for any changes that happen with the Forecast Table while slicing and Dicing the data

Regular Visitor

## Re: Calculating value from table values

Thanks, but that didn't work. My data may be more complex than the example suggests. Working on a solution, I have got to this stage where I can make the formula work used as a measure, but it throws up a large number of extra rows with incomplete data. Refer extract shown below.

 Initiative Identifier Initiative Name Percent Complete Budget Actuals to Date Forecast to Complete Variance C0005101 Project 1 99% \$151,644 \$156,171 \$3,004 5% C0005101 Project 1 45% \$3,004 -100% C0005101 Project 1 50% \$3,004 -100% C0005101 Project 1 50% \$3,004 -100% C0005101 Project 1 78% \$3,004 -100% C0005101 Project 1 40% \$3,004 -100% C0005101 Project 1 55% \$3,004 -100% C0008007 Project 2 99% \$3,004 -100% C0008007 Project 2 45% \$3,004 -100% C0008007 Project 2 50% \$3,004 -100% C0008007 Project 2 50% \$3,004 -100% C0008007 Project 2 78% \$3,004 -100% C0008007 Project 2 40% \$3,004 -100% C0008007 Project 2 55% \$3,004 -100%

This pattern is repeated for each project.

Interestingly, if the same formula is included as a column, the above pattern is not repeated, but the calculation is incorrect. It is -100% for each project.

My formula is:

Variance = calculate(divide(sum('Actual Expense'[Expense Amount])+sum('Forecast Expense'[Forecast Amount]),sum('Initiative Funding'[Amount]))-value(1)).

This seems to be some filtering issue.

Thanks

Steve

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