Hi everyone

Fairly new here to BI and am grappling with a suitable way to calculate the difference between Actual costs versus Budget costs on a monthly basis.

Ideally I would like to have a DAX measure that can pull together the total Actual costs and then seperately Budget costs incurred during successive months.

A simplified version of my data set is below:

Cost Centre	Allocation	Costs	Month
Cost centre 1	Actual	$ 100	Jan-19
Cost centre 2	Actual	$ 350	Jan-19
Cost centre 3	Actual	$ 2,500	Jan-19
Cost centre 1	Budget	$ 80	Jan-19
Cost centre 2	Budget	$ 400	Jan-19
Cost centre 3	Budget	$ 2,600	Jan-19
Cost centre 1	Actual	$ 95	Feb-19
Cost centre 2	Actual	$ 420	Feb-19
Cost centre 3	Actual	$ 3,000	Feb-19
Cost centre 1	Budget	$ 80	Feb-19
Cost centre 2	Budget	$ 400	Feb-19
Cost centre 3	Budget	$ 2,600	Feb-19
Cost centre 1	Actual	$ 110	Mar-19
Cost centre 2	Actual	$ 380	Mar-19
Cost centre 3	Actual	$ 2,400	Mar-19
Cost centre 1	Budget	$ 80	Mar-19
Cost centre 2	Budget	$ 400	Mar-19
Cost centre 3	Budget	$ 2,600	Mar-19

I'm struggling to pull out the Actual costs and separate from the Budget costs but I'm trying to achieve a result that would look something like this:

Actual	$ 2,950	Jan-19
Budget	$ 3,080	Jan-19
Actual	$ 3,515	Feb-19
Budget	$ 3,080	Feb-19
Actual	$ 2,890	Mar-19
Budget	$ 3,080	Mar-19

Appreciate any thoughts or suggestions.

Forum Discussion

Calculate monthly variance