Power BI - Need help to setting up Actual Vs Budget table

Power BI
1

Hello All,

Can anyone help me to setting up Actual Vs Budget table in PowerBi. See attached datasets. I would like to have an Actual Vs Budget table that show monthly variances, quarterly variances as well year-to-date variances.
Data Set Help Test.xlsx (5.1 MB)

if someone can help create and save the .pbix file I would appreciate it.

Thanks in Advance
Jean

2

Hi @jcboulay81 ,

Welcome to Forum.

First you need to set up your model first.

From Budget and Actual tables it is strongly advised that you first remove Blank rows by

image

Then create LookUp Tables

Details you can find at :

Data Transformations And Modeling course - lesson: Adding dimensions to lookup tables

Then create Relationships and measures.

It is important that you use dimensions from lookup table so you can combine both Actuals and Budgets data.

Sample pbix (with 2 Lookuptables created for Account and Project ):
Act_Bud_Examples.pbix (49.9 KB)

Hope it helps.