Switch Budget Actual Variance Calculation Revenue Expenses

DAX DAX Calculations
1

Hi,

I would like to create a variance measure that can switch between “Budget-Actual” and “Actual-Budget” depending on the Revenue and Expenses categories respectively.

The measure should change according to the category values in the profit & loss matrix. I don’t want to use any Revenue/Expenses slicer (filter button).

I hope you can help me team. :slight_smile:

Profit & Loss Variance Revenue Expenses
Profit & Loss Variance Revenue Expenses1920×1030 132 KB

Profit & Loss.pbix (1.6 MB)

2

Think this Dax works

Variance BU AC CalcCol =
([Total Actual] - [Total Budget])

If it doesn’t you may need to just play/fiddle with the dax by mulitplying by +1 or -1 depending on the line you displaying.
So add
*If(MAX(‘Chart of Account V2’[STDC 0])=“Revenue”,-1,1).

This may help

Pete

2 Likes
3

Thank you so much for that detailed answer @BINavPete

We hope this helped you @Rodrigo_Palomino

If not, how far did you get and what kind of help you need further?

If yes, kindly mark as solution the answer that solved your query.

4

Thanks Pete. :slight_smile:

I’m about to post a new challenge related with this solution…