Ok this is quite different and there’s quite a bit to it. Quite a unique scenario also. But also a really interesting one.
This is made a little more complicated by the Q3 breakdown. As it’s not generic, this needs special attention.
I actually covered a similar technique here at the recent learning summit
This used a very similar allocation methodology but was at a yearly level.
I got this into Power BI and created a model
You need to keep the data a bit more uniformed to get this to work.
Check out what I completed here
No 2019s in this table anymore. This way we are able to compare it to the allocation table on a like for like basis
I think I’ve been able to get it all going here
Answers seem to be coming through.
Check out the attached for the individual formulas. They are all pretty simple.
I use TREATAS once. This is a key function for this.
Allocate Quarterly Budgets.pbix (60.1 KB)