Compare measures from different facts

[Anonymous]

Hi , I am trying to compare budget and actuals for an employee at row level and cost centre in colum level in matrix format .. Actuals and budgets data are in facts with person , FY , period & cost centre columns.. and employee details in a separate table.. what is the best way to model this ? Thanks

[v-yangliu-msft]

Hi  @Anonymous ,

If there is a correct relationship between your two tables, you can directly add them to the matrix for comparison, if not, you need to create two measures for the two tables to get the values of Actuals and Budgets, and compare them in the matrix.

If it’s not clear, Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-yangliu-msft]

Hi  @Anonymous ,

I created some data:

Here are the steps you can follow：

1. Create measure.

Measure =
SWITCH(
    TRUE(),
    SUM('Table'[budget])>SUM('Table'[actuals]),"Budget big",
    SUM('Table'[budget])<SUM('Table'[actuals]),"Actual big",
    SUM('Table'[budget])=SUM('Table'[actuals]),"equal")

2. Open the matrix and place the columns and [Measure] in the following form.

3. Result:

Compare budget and actuals:

Does this meet your expectations.

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[Anonymous]

Hi Yangliu,

In my case Budget & Actuals data are in different fact tables and I want to be able to drag them on my matrix to compare both values for a given dimension? is this possible? thanks

[VahidDM]

Hi @Anonymous 

Your request is not clear, can you please open the below link and read that:

How to Get Your Question Answered Quickly

Appreciate your Kudos!!