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mattperry008 Frequent Visitor
Frequent Visitor

Compare monthly budget data with daily sales

Hi there,

 

I would like to have 2 columns: Sales MTD by product group compared to a monthly product group budget. 

 

The grains are different and I'm nnot sure of the best way to handle it in Power BI. Have watched vids etc for Power Pivot, but cant quite get it working. 

 

I suspect I may need a key in the budget and sales table....Product group ID&"_"&year&"_"&month. Issue I;m having when I do that is that the budget shows on every row.

 

Capture.PNG

 

any hints or pointers welcome.

 

Thanks,

Matt

1 ACCEPTED SOLUTION

Accepted Solutions
mattperry008 Frequent Visitor
Frequent Visitor

Re: Compare monthly budget data with daily sales

I solved the problem I was having - comparing monthly sales budget against daily sales.

 

Information at this site. Many thanks to the author @Marco Russo

 

http://www.sqlbi.com/articles/budget-and-other-data-at-different-granularities-in-powerpivot/

 

3 REPLIES 3
rockdrigom Frequent Visitor
Frequent Visitor

Re: Compare monthly budget data with daily sales

Hello

I'll give it a try declaring the table with group ID and budget bu year and month.

Then combine the origins in de Query Editor using Group ID, Yeat and Month (when combining you can use more than one filed as relationship).

The add the field Budget. You will now have a column with data for every row. You should use Max(Budget) (it will be the same for every sale)

 

If you could share more infor about the model would help

 

Regards

 

Rodrigo

mattperry008 Frequent Visitor
Frequent Visitor

Re: Compare monthly budget data with daily sales

Thanks Rodrigo.

 

Here is the basic model. You'll notice the budget dimension sitting out there.....

 

For each prroduct group, I'd like to report sales MTD and budget for the month

 

Help appreciated.

 

Cheers,

MattCapture.PNG

mattperry008 Frequent Visitor
Frequent Visitor

Re: Compare monthly budget data with daily sales

I solved the problem I was having - comparing monthly sales budget against daily sales.

 

Information at this site. Many thanks to the author @Marco Russo

 

http://www.sqlbi.com/articles/budget-and-other-data-at-different-granularities-in-powerpivot/