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hkusulja
Frequent Visitor

Help with new DAX table for Actuals and Budgets

Hello,

I need help designing Power BI report for comparing Actual vs Budget financial data.

I need to have visualization showing simple table, which I try to create using DAX. So desired DAX table is new via example:
MyNewDaxTable=

DateAccountIdActualsOnDateBudgetForDate
1.1.20211000500 € 
2.1.20211000 700 €
3.1.202120001000 € 900 €
...   
    

 

Requirement for new DAX table is not to have "empty" row when actualsOnDate and BudgetForDate are blank/zero for given date/account number.


Currently I have tables:

DimTable

1.1.2021
2.1.2021
3.1.2021
...

 

 

Accounts

IdName
1000SomeExpense1
2000SomeExpense2
3000SomeExpense3

 

Actuals (transactions)

DateAccountsIdAmount
1.1.20212000350 €
1.1.20213000100 €
2.5.20212000600 €

 

Budgeted (like transactions)

 

DateAccountsIdAmount
1.1.20212000200 €
2.1.20213000300 €
5.5.20212000400 €

 

Any community help would be nice.

So Far i tried:

 

 

MyNewDaxTable = CROSSJOIN(
  DimTable,
  SELECTCOLUMNS("Accounts", "AccountId", [Id])
)

 

 

 

and then somehow to add new dax columns, for sum of actuals, and another column for sum of budgets for given date. However, i think this should be written diferently, especialy for performance issues.

1 REPLY 1
amitchandak
Super User
Super User

@hkusulja , Use Show item with no data with both account and date to only with account

 

Or create measure with +0

Actuals = Sum(Table[ActualsOnDate]) +0

 

budget = sum(Table[BudgetForDate])+0

ShowItemwithoutdata.JPG

 

 

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