Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Enhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends August 31st. Request your voucher.

Reply
hcze
Helper II
Helper II

Calculate Proportion

Dear DAX and Power BI experts,

 

I am pretty new to Power BI therefore appreciate if anyone could help me with my problem.

 

I would like to present actual vs plan in a bar chart. However my actuals data is in quarterly figures and plans are in annual figures. I need to proportion the plan into quarterly figures based on actuals over the year and product. At the moment, it is only over company, year and product but it should also be able to calculate correctly when new columns are introduced (e.g. Area, Sales person etc).

 

eg. Annual Plan = 100, Quarterly Actuals=10, 30, 50,40 -> Q1 plan = 100 * 10/130, Q2 = 100 * 30/130 and so on.

My question is: What is the most efficient way to do it and how?

 

I also attached the sample data below.

 

Many thanks in advance.

 

Plan

PlanPlan

 

Actuals

ActualsActuals

 

Actuals vs Plan (after calc)

Actuals vs  PlanActuals vs Plan

2 ACCEPTED SOLUTIONS
Nathaniel_C
Community Champion
Community Champion

Hi @hcze ,

I believe these are the results that you are expecting.
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathanielplan vs Actual.PNG

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

Nathaniel_C
Community Champion
Community Champion

Hi @hcze ,
Thank you, here is my PBIX Plan vs Actual 
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

5 REPLIES 5
Nathaniel_C
Community Champion
Community Champion

Hi @hcze ,

I believe these are the results that you are expecting.
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathanielplan vs Actual.PNG

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




That is exactly what I want but I just don't know how to get there.

Nathaniel_C
Community Champion
Community Champion

Hi @hcze ,
Thank you, here is my PBIX Plan vs Actual 
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Thanks, Nate. It is perfect!

Nathaniel_C
Community Champion
Community Champion

Hi @hcze ,
You are welcome!





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Helpful resources

Announcements
July 2025 community update carousel

Fabric Community Update - July 2025

Find out what's new and trending in the Fabric community.

July PBI25 Carousel

Power BI Monthly Update - July 2025

Check out the July 2025 Power BI update to learn about new features.

Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.