EDNA Good Day!
Below you will find a sample data set per the following:
.pbix
.xlsx
Per the screen shot, also attached is the .xlsx file.
What I’m trying to accomplish
I would like to create a combined visual per the following in Power BI -
Sales Actuals
vs.
Sales Plan
Showing - Variances Sales Actuals vs. Sales Plan by month.
Please advise of any questions
Thank you
Sample Financial Data 04 20 22.pbix (231.8 KB)
Sales Actuals vs Sales Plan 04 20 2022.xlsx (13.4 KB)
Hello @ambidextrousmentally,
Thank You for posting your query onto the Forum.
To achieve the results based on the condition that you’ve provided. Firstly, you’ll be required to create a dimension table i.e., “Cost Center and Segment” since that is the common link between the two. Once that table is created, join it with the two tables. Below is the screenshot of the table as well as of the data model provided for the reference -
Now, just create these simple measures and you’ll get the desired results. Below are the measures alongwith the screenshot of the final results provided for the reference -
Total Actual Sales =
SUM( Financials[Gross Sales] )
Total Plan Sales =
SUM( Plan[Total Sales] )
Variance =
[Total Actual Sales] - [Total Plan Sales]
I’m also attaching the working of the PBIX file for the reference purposes.
Hoping you find this useful and meets your requirements that you’ve been looking for.
Thanks and Warm Regards,
Harsh
Sample Financial Data 04 20 22 - Harsh.pbix (220.6 KB)
Hello Harsh
Will review your attachments today.
Much appreciate your help and the quick turn around per this matter.
Thank You!
Hello Harsh
Is there a way to consolidate the 3 views into one?
Hello Harsh
Just thought of something, I could probably Append the two Queries (Actuals and Plan) together in Power Query, but there may be a better way?
What are your thoughts?
Regards,
