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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
Plan
Actuals
Actuals
Actuals vs Plan (after calc)
Actuals vs Plan
Solved! Go to Solution.
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.
Nathaniel
Proud to be a Super User!
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
Proud to be a Super User!
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.
Nathaniel
Proud to be a Super User!
That is exactly what I want but I just don't know how to get there.
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
Proud to be a Super User!
Thanks, Nate. It is perfect!
Hi @hcze ,
You are welcome!
Proud to be a Super User!
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