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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=
Date | AccountId | ActualsOnDate | BudgetForDate |
1.1.2021 | 1000 | 500 € | |
2.1.2021 | 1000 | 700 € | |
3.1.2021 | 2000 | 1000 € | 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
Id | Name |
1000 | SomeExpense1 |
2000 | SomeExpense2 |
3000 | SomeExpense3 |
Actuals (transactions)
Date | AccountsId | Amount |
1.1.2021 | 2000 | 350 € |
1.1.2021 | 3000 | 100 € |
2.5.2021 | 2000 | 600 € |
Budgeted (like transactions)
Date | AccountsId | Amount |
1.1.2021 | 2000 | 200 € |
2.1.2021 | 3000 | 300 € |
5.5.2021 | 2000 | 400 € |
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.
@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
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