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Anonymous
Not applicable

Budget vs Actual value in Gauge

Hi All,

 

I'm pretty new to PBI and have been working on a dashboard.  I've done ok so far thanks to useful info on here and also YouTube.  I'm stuck now though.  I have a Gauge visual that is showing the correct "Actual Data" and the overall gauge value is correct.  What I'm trying to do is get the line on the gauge to show the budgeted value to date so it's clear if we're ahead or behind on anything.

 

I'd also like to get the Planned % Complete to date on a Card.

 

MBCLogik_0-1631633971821.png

 

I think you can download my .pbix file here: https://1drv.ms/u/s!AvN0k9G0YgIDq3v4TiprepDsCqna?e=7q5PFh

 

Many thanks,

 

Martin

1 ACCEPTED SOLUTION
JoaoMarcelino
Responsive Resident
Responsive Resident

Hi Martin, how are you?

I'm not sure if I got your question right, but from my undertstanding what you want is something like this:

JoaoMarcelino_0-1631641775006.png

Using your previous measure "Budget", I've created the new "Budget Today", in which you calculate the Budget to a date context that is minor or equal to the current date (today).


By doing so and by placing this new measure on the field "Target Value" as shown in the image, I think you will get the result you are looking for.


Is your objective to also get the "Planned % Complete" for today? If so, you need to create a new measure, e.x. "Planned % Complete Today" by following the same logic:

  1.  Calculate the "Actual Today" = calculate ([Actual], Dates[Day] <= TODAY()
  2.  Calculate the "Planned % Complete Today" = divide ( [Actual Today], [Budget Today])

The result is a card with this value:

JoaoMarcelino_0-1631643196424.png

 
Hope I was of assistance!


Cheers,
João Marcelino

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

João Marcelino you are a hero! Thank you so much 🙂

JoaoMarcelino
Responsive Resident
Responsive Resident

Hi Martin, how are you?

I'm not sure if I got your question right, but from my undertstanding what you want is something like this:

JoaoMarcelino_0-1631641775006.png

Using your previous measure "Budget", I've created the new "Budget Today", in which you calculate the Budget to a date context that is minor or equal to the current date (today).


By doing so and by placing this new measure on the field "Target Value" as shown in the image, I think you will get the result you are looking for.


Is your objective to also get the "Planned % Complete" for today? If so, you need to create a new measure, e.x. "Planned % Complete Today" by following the same logic:

  1.  Calculate the "Actual Today" = calculate ([Actual], Dates[Day] <= TODAY()
  2.  Calculate the "Planned % Complete Today" = divide ( [Actual Today], [Budget Today])

The result is a card with this value:

JoaoMarcelino_0-1631643196424.png

 
Hope I was of assistance!


Cheers,
João Marcelino

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