Funnel vs budget comparsion

[Anonymous]

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

[v-joesh-msft · Accepted solution]

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:

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]

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