Actual v/s Rolling Budget in Power BI

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Күн бұрын

Пікірлер: 45

@GoodlyChandeep 6 ай бұрын

Download the file ⬇ - goodly.co.in/actual-vs-rolling-budget-power-bi Mastering DAX & Data Modeling Course 📊 - goodly.co.in/learn-dax-powerbi/

@anillpatel 6 ай бұрын

Absolutely amazing. So well explained. This is an example you can literally use in your company. Can you imagine meeting Chandeep and going out for dinner. The amount you would learn would be priceless....,

@GoodlyChandeep 6 ай бұрын

Lets go for a dinner :)

@shubhabratadey 6 ай бұрын

You are just Hans Zimmer of DAX....Just poetry for you...Really appreciate the way you explain us the complicated DAXs...Not all of us are Pro and it really helps when we have you to address complicated scenarios. I always wait for videos to pop up...Keep educating us...🤗

@getsetgoo3334 6 ай бұрын

I always learn new stuff from your videos, thanks for sharing

@sourabhpatel3834 5 ай бұрын

00:02 Calculating rolling budget in Power BI 02:01 Adjusting data model for calculations 03:55 Creating relationships between tables in Power BI 05:39 Utilizing inactive relationships for dynamic filtering in Power BI 07:23 Creating a period between start date and end date in Power BI using DAX functions 09:11 Calculating sales for a specific period in Power BI. 11:13 Activating relationship between dates in Power BI 13:07 Creating budgets based on slicer selections 15:00 Creating a new measure to consolidate actual and budgeted sales numbers. 16:49 Using conditional formatting to visually indicate actuals and budgets 18:27 Handling missing data in Power BI

@tak0331 6 ай бұрын

Masterful display on how to keep it simple. Thanks Chandeep!

@Murli181 6 ай бұрын

This is what I call Michael Holding. Poem in motion. fantabulous. Great Job Chandeep.

@tinaflemons263 6 ай бұрын

Great video, how would you add additional font formatting to indicate you exceeded quota

@SSRealEstates83 4 ай бұрын

One word...Amazing @goodly...

@julie_chen 4 ай бұрын

This is so cool. Will need to watch it again for my next sprint

@stephencross4978 5 ай бұрын

Brilliant video and a great idea that I can use to impress by sales manager. thanks again !!

@vishalnasre1251 6 ай бұрын

Implemented the something similar long back, I think in 2022 Addition to this we can try is instead of budget show the forecasted values for those month and then add the add one more measure which shows in comparison of actual and forecasted on existing months and conditional formatting accordingly.

@sajalnagar2128 6 ай бұрын

Hey Chandeep, Thanks for this. This is a great help.I have been working on something similar- my only question is around the measure 'Sales Until' for the VAR 'EndDate' can we use SELECTEDVALUE instead of MAX as as my data source will have entries/data for subsequent periods but month is not finalized for those subsequent periods?

@flynnfu9874 6 ай бұрын

Thanks for the great solution, I was wondering is there one way to calculate the YTD cumulative sum ?

@brightonalbert3237 5 ай бұрын

Thanks well explained, that total is confusing is it for actual or for the Budget i would suggest what if you have total actual and Total budget which would be in brackets also can we be able to see the budgeted amounts for those months in blue next to the actual or percentage

@sagayamuthu5136 5 ай бұрын

This was the exact video I was looking for 👏🏻👏🏻

@kiransawant5991 6 ай бұрын

Great way to teach , can we also get an course on DAX studio. Thankyou

@karinamatvejeva3164 6 ай бұрын

It is amazing 🤩 thank you so much!!!❤❤❤

@chrism9037 6 ай бұрын

Great video as always, thanks Chandeep!

@megabuilds3007 5 ай бұрын

That's amazing. One issue facing is: Mon-Year soring. How to sort it? What is YM Sort col in your calendar?

@deda118 Ай бұрын

Can you create a matrix with months in columns and then a YTD and total column. Rows are plan (row 1), actuals (row 2). Row 3 is percent variance. In the YTD column, numbers are dynamic, I.e. as each month is complete, the YTD column updates plan and actuals to YTD. Total is total plan for the full year and actuals are just sum of YTD.

@karthikeyankms8672 6 ай бұрын

Hi, Is there any possible way to create custom functions and save as a separate file and import those functions into all pbix files?

@vansree 6 ай бұрын

Slight variation scenario: If a requirement is to retrieve actuals for a given segment/category up to a certain month and If there are no actuals available, you should use the budget amount instead. The COALESCE function can help you achieve this. Let’s break it down: Requirement: Retrieve actuals for on or before a certain month. Caveat: If there are no actuals in a given segment, use the budget amount. Formula: COALESCE([Actuals Amount], [Forecast Amount]) Here’s how you can interpret this formula: If the [Actuals Amount] is available, it will be used. If the [Actuals Amount] is not available (i.e., null), the [Forecast Amount] will be used instead. Feel free to apply this formula in your data processing or reporting tasks. 🙂

@zahir585 6 ай бұрын

It doesn’t get better than this ❤❤❤🙌🏻✌🏻

@Go-Neil 6 ай бұрын

This is super awesome 😎

@faisalag9611 6 ай бұрын

Awesome,bang on target. Well explained, thanks for sharing 😊.

@MoonShine-bs6cl 6 ай бұрын

Can you please make a video on how to filter the 2 columns of two different table in one slicer using dax, like how we have the custom visual of hierarchy slicer, same way how to achieve by dax.... It would be a new learning.. Thanks a lot

@bharatdhawan66 6 ай бұрын

amazing video, an eye opener

@labcdel4384 6 ай бұрын

Banger video as usual.

@ahsanjamshaid220 2 ай бұрын

I am getting an error when I add the date from the copy table to the column side it generate the error "Cant determined relationships between the fields"