Calculating budget across years

[nimp_kp]

Hi

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

		2020	2020	2021	2021
Project	Employee	budget	actual	budget	actual
MyProject	Person A	500	600	400	350
MyProject	Person B			200	150
MyProject	Person C	300	200	400	500
	Total	800	800	1000	1000

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?

		2020	2020	2020	2021	2021	2021
Project	Employee	budget	actual	Total variance on project	budget	actual	Total variance on project
MyProject	Person A	500	600	-50	400	350	-50
MyProject	Person B				200	150	50
MyProject	Person C	300	200	0	400	500	0
	Total	800	800	0	1000	1000	0

[v-yiruan-msft · Accepted solution]

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 )

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

[amitchandak]

@nimp_kp , Is not

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

or

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