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hi
the budget cost I have is in this table format,
May I know how to show in the dashboard
by it's sub cat and detail breakdown to
1) Qtr total Budget vs total spending
2) Monthly -
3) yearly as it will few yeards
not sure how to link into the date as the budget dates are in SUM? Thanks
Solved! Go to Solution.
Hi @bbsin ,
Please try following the steps.
1# Unpivot the yearmonth columns.
2# Create Year, Quarter and Month Columns.
3# Create measures like below:
Qtr =
DIVIDE (
CALCULATE (
SUM ( [value] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year], [Quarter] )
),
CALCULATE (
MAX ( [total] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
)
)
Monthly =
DIVIDE (
CALCULATE (
SUM ( [value] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year], [Month] )
),
CALCULATE (
MAX ( [total] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
)
)
Yearly =
DIVIDE (
CALCULATE (
SUM ( [value] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
),
CALCULATE (
MAX ( [total] ),
ALLEXCEPT ( 'table', [category], [subcategory] )
)
)
Best Regards,
Jay
Hi @bbsin ,
Please try following the steps.
1# Unpivot the yearmonth columns.
2# Create Year, Quarter and Month Columns.
3# Create measures like below:
Qtr =
DIVIDE (
CALCULATE (
SUM ( [value] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year], [Quarter] )
),
CALCULATE (
MAX ( [total] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
)
)
Monthly =
DIVIDE (
CALCULATE (
SUM ( [value] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year], [Month] )
),
CALCULATE (
MAX ( [total] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
)
)
Yearly =
DIVIDE (
CALCULATE (
SUM ( [value] ),
ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
),
CALCULATE (
MAX ( [total] ),
ALLEXCEPT ( 'table', [category], [subcategory] )
)
)
Best Regards,
Jay
@bbsin , You have to unpivot the months. remove the total months.
https://radacad.com/pivot-and-unpivot-with-power-bi
Create date using month
Date = datevalue("01 "& [Month] )
Join sales and budget table with common date table and analyze
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