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Anonymous
Not applicable

Funnel vs budget comparsion

Hi All,

 

I've two sets of data as shown in the attached screenshot. I need to compare the funnel data with budget data for each month and for each category like new opportunites created, closed own etc as shown in the image.

 

If the funnel data is greater than the buedget, the font should be in green color else in red color.

 

Kindly let me know what is the best to way to achive the same.

 

Regards,

Viresh

Funnel data.PNGbudget.PNG

1 ACCEPTED SOLUTION
v-joesh-msft
Solution Sage
Solution Sage

Hi @Anonymous ,

You can create a measure similar to the following:

measure =
CALCULATE (
    SUM ( 'funnel'[Value] ),
    FILTER (
        'funnel',
        'funnel'[category] = MIN ( 'funnel'[category] )
            && MONTH ( 'funnel'[Date] ) = MONTH ( MIN ( 'funnel'[Date] ) )
    )
)
    - CALCULATE (
        SUM ( 'budget'[Value] ),
        FILTER (
            'budget',
            'budget'[category] = MIN ( 'funnel'[category] )
                && MONTH ( 'budget'[Date] ) = MONTH ( MIN ( 'funnel'[Date] ) )
        )
    )

Then apply the conditional formatting on the table you want to compare, as shown below:

41.PNG42.PNG43.PNG

Here is a demo, please try it:

https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/ERigdfBp8GBBoXajvhfE3a8BW6wrQS-OVIZ7eojag-VYQQ?e=0UGcqw

Best Regards,

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

View solution in original post

2 REPLIES 2
v-joesh-msft
Solution Sage
Solution Sage

Hi @Anonymous ,

You can create a measure similar to the following:

measure =
CALCULATE (
    SUM ( 'funnel'[Value] ),
    FILTER (
        'funnel',
        'funnel'[category] = MIN ( 'funnel'[category] )
            && MONTH ( 'funnel'[Date] ) = MONTH ( MIN ( 'funnel'[Date] ) )
    )
)
    - CALCULATE (
        SUM ( 'budget'[Value] ),
        FILTER (
            'budget',
            'budget'[category] = MIN ( 'funnel'[category] )
                && MONTH ( 'budget'[Date] ) = MONTH ( MIN ( 'funnel'[Date] ) )
        )
    )

Then apply the conditional formatting on the table you want to compare, as shown below:

41.PNG42.PNG43.PNG

Here is a demo, please try it:

https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/ERigdfBp8GBBoXajvhfE3a8BW6wrQS-OVIZ7eojag-VYQQ?e=0UGcqw

Best Regards,

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

Anonymous
Not applicable

Hi, I will check and come back to you. Thanks

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