How to Create a Budget vs Actuals Dashboard in Power BI - Part 1

Welcome to another video from Change Tips and Tools! This video is Part 1 of this new tutorial, where we dive into the world of Power BI to create a Budget vs Actuals Dashboard. Today we will focus on Combining and transforming our data from multiples sources and locations through Power Query into Power BI.
Hope you enjoy this training series where together we will explore Power Query within Power BI. You'll learn how to seamlessly merge data from various files and sources to craft a dynamic dashboard that compares your budgeted figures to the actual results.
Learn how to create a budget vs actuals dashboard in Power BI with this introductory tutorial. Perfect for PMOs and business intelligence enthusiasts!
Stay tuned for step-by-step guidance on how to make the most out of Power BI for your financial analysis needs and then we will look at combining this with our Resource Capacity Planning!
Delivered by ‪@Changetipsandtools‬
The support files for this Video can be found here:
drive.google.com/drive/folder...
Re data quality and the structure of your source data, see the following video called Effortlessly Combine Data in Excel using Power Query: Step-by-Step Guide: • Effortlessly Combine D...
Follow Link to Budget vs Actuals Data Series playlist: • Power BI - Training Se...
This video includes:
00:00 - Intro
00:36 - Overview of what we will cover in this video
01:03 - Open a new Power BI report
01:16 - Import data from a single Excel file
02:23 - Connect to a folder to combine multiple files from multiple locations
04:23 - Some basic navigation in Power BI
04:42 - Import data from files in second location
06:01 - Data model and relationships
06:14 - How to switch off the auto detect on relationships in Power BI
07:27 - Remember to save your file
08:13 - How to access Power Query in Power BI
09:05 - Unpivot Data
10:49 - Append multiple Queries together to form our Data
11:46 - How to create our YTD data with the Group by function in Power Query
15:43 - Create relationships in our Data Model to drive the report visualization
18:04 - Wrap up and what we will cover in the next video
#excel #powerquery #powerbi #dataanalysis #datavisualization #pmo #fyp #howto #finance #projectmanagement #financialanalysis

[@alexrosen8762]

Let's do this!

[@Changetipsandtools]

Ha yes, Let's do this 🎉 and I'm excited to then show you how to get the resource capacity planning into Power BI with some new tricks of course 😉