Income Statement vs Budget & Forecast


Hi Sam

It would be much appreciated if you could show case an income statement vs budget & forecast with relevant KPIs and drill down capability.

Many thanks


Hi Karen,

Do you have an example of exactly what you are looking for here. I agree, some accounting type analysis will be coming. I just want to make sure you have seen some of the budgeting/forecasting video I’ve already done to make sure this specific case is already been covered for you.

Here’s a recent advanced budgeting workshop I put on that details many techniques, for budgeting and forecasting


Hi Sam

Here is a simplified version of what I am looking for:



Ok thanks.

Unfortunately that is not super easy in Power BI at the moment…but possible. I’ll look to work on something like this shortly.


Thanks Sam, much appreciated!