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nimp_kp
Frequent Visitor

Calculating budget across years

Hi

 

I have a matrix like this in my report, that shows budget and actual costs on a project. 

                2020202020212021
Project Employee  budget  actual  budget  actual
MyProject  Person A500600400350
MyProjectPerson B  200150
MyProjectPerson C300200400500
 Total80080010001000

 

But I'm trying to add an extra measure that shows the total variance for the entire duration of the project.

For Person A, that would be: 500 + 400 - 600 - 350 = -50.

The problem is Person B, who doesnt have any budget or costs in 2020, so the total variance is blank that year, but correct in 2021.

I want the total variance to be exactly the same each year.

Is there a way to do this?

  202020202020202120212021
ProjectEmployee budget actual  Total variance on projectbudget  actual  Total variance on project
MyProject  Person A500600-50400350-50
MyProjectPerson B   20015050
MyProjectPerson C30020004005000
 Total800 8000100010000
1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @nimp_kp ,

You can create another new measure as below and put this new measure to replace the original measure onto the matrix visual... Please find the details in the attachment.

Measure =
VAR _budget =
    CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Type] = "budget" )
VAR _actual =
    CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Type] = "actual" )
RETURN
    IF ( ISINSCOPE ( 'Table'[Type] ), SUM ( 'Table'[Value] ), _budget - _actual )

yingyinr_0-1664786329696.png

 

If the above one can't help you get the desired result, please provide more raw data in your table (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yiruan-msft
Community Support
Community Support

Hi @nimp_kp ,

You can create another new measure as below and put this new measure to replace the original measure onto the matrix visual... Please find the details in the attachment.

Measure =
VAR _budget =
    CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Type] = "budget" )
VAR _actual =
    CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Type] = "actual" )
RETURN
    IF ( ISINSCOPE ( 'Table'[Type] ), SUM ( 'Table'[Value] ), _budget - _actual )

yingyinr_0-1664786329696.png

 

If the above one can't help you get the desired result, please provide more raw data in your table (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
amitchandak
Super User
Super User

@nimp_kp , Is not

 

measure = sum(Table[Budget]) - Sum(Table[Actual])

 

or

 

measure = calculate(sum(Table[Budget]) - Sum(Table[Actual]), removefilters(Table[Year]))

 

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