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colin_dickson's avatar
colin_dickson
Frequent Visitor
3 years ago

Anual Budget Dataset

Hi,

 

I'm looking to create a static annual budget and use it for comparison purposes.

 

So my data is committment accounting and therefore is always a full year forecast split across multiple teams and months/weeks. I have an annual budget split by team, which does not change throughout the year.

 

What i'd like to do is have that static budget column each time when analysing the team data regardless of the month and then be able to do one minus the other.. a bit like the below:

 

TeamForecast CostBudgetVariance
1400300(100)
245040050
3500300(200)
4300400100

 

I've no doubt this is possible but anyones help woule be much apprecaited.

 

Thanks

 

Colin

Need Help

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi  colin_dickson ,

     

    You can create a separate table to act as a static budget

    Here are the steps you can follow：

    1. Enter data.

    2. Create calculated column.

    Variance =
ABS(
[Forecast Cost]
-
SUMX(
    FILTER(ALL(Table2),
    'Table'[Team] in SELECTCOLUMNS('Table2',"1",'Table2'[Team])&&
    'Table2'[Team]=EARLIER('Table'[Team])),
    'Table2'[Budget])
)

    3. Result:

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly