Link Actual data to Budgeted data

[droupa]

Hi All,

I am new to power BI. I would like to do a simple comparison between actual Revenue versus budgeted Revenue.

I have a Calendar DAX table that has fiscal periods that is linked to my sales data by "Date" field.

I have budgeted data in a separate table with budgeted Revenue per month.

I cannot have 2 active links to the Date column from budget and actuals to my calendar, as only one can be active, so I created a duplicate of the Calendar called Budget Calendar.

How to I link all the tables so I can compare Actual Revenue per month with budgeted Revenue for that month?

Thanks,

[Greg_Deckler]

If you have multiple relationships, you can use USERELATIONSHIP. Also, I often create a disconnected date table and implement the relationshp logic within the measure calculations. Really depends on your data and what you are trying to accomplish. Sample data and expected output are key. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

[droupa]

Thank you @Greg_Deckler ; I incorporated the USERELATIONSHIP in my formula for my budgeted revenue sum as follows:

Total Revenue (Budget) = calculate(sum(Budget[Revenue (Budget)]),USERELATIONSHIP(Reservations[Arrival],'Calendar'[Date]))

I created an inactive link between my budget date and my calander date.

However, my table is still showing the full budget revenue for all time instead of per year .

If you could help I would be really grateful!

[Greg_Deckler]

Really going to need sample data and expected output. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

[droupa]

Ok. here is a link to the excel data i am using and screenshots of my ttables, visualizations, and relationships in Power BI. (I removed personal information from my data in this folder)

https://1drv.ms/f/s!Aki0Gzjmz4Y3wAhXRFvIKts-VrLY

I basically want to show actuals against budgets, but my budgets are not being filtered by year in Power BI, as in the excel pivot table