Forum Discussion
Calculating value from table values
Thanks Thejeswar
I am happy with the result. We round the variance value to a whole number, so it will be 0% in this case, which is what would be expected.
Cheers
I have extracted data from the tables to try to explain what is required. These three tables are where the base data is drawn.
Table 1 - Budget
| IdentifierId | Funding Status | Funding Type | Budget |
| 5 | Planned | OPEX | 136244 |
| 5 | Allocated | OPEX | 136244 |
| 5 | Released | OPEX | 136244 |
| 5 | Released | OPEX | 15400 |
| 9 | Planned | CAPEX | 358125 |
| 9 | Allocated | CAPEX | 358125 |
| 9 | Released | CAPEX | 358125 |
| 9 | Planned | OPEX | 77948 |
| 9 | Allocated | OPEX | 77948 |
| 9 | Released | OPEX | 77948 |
| 9 | Planned | OPEX | 181880 |
| 9 | Allocated | OPEX | 181880 |
| 9 | Released | OPEX | 181880 |
| 9 | Planned | OPEX | 103567 |
| 9 | Planned | OPEX | 517835 |
Table 2 Actuals
| IdentifierId | Actuals to Date | Expense Type |
| 5 | 72680 | OPEX |
| 5 | 11334 | OPEX |
| 5 | 43555 | OPEX |
| 9 | 966 | OPEX |
| 9 | 8574 | OPEX |
| 9 | 298425 | CAPEX |
| 9 | 19614 | OPEX |
Table 3 - Forecast
| Title | IdentifierId | Forecast to Complete |
| Forecast for period 1Aug2018 to 31Aug2018 | 5 | 14112 |
| Forecast for period 1Aug2018 to 31Aug2018 | 9 | 289893 |
The report shows the Budget as sum of CAPEX and OPEX amounts, with a Status of "Released" for each identifier, Actuals as the sum of all amounts for each of the identifier, and for Forecast, the table is filtered so only the most recent amount for each identifier is shown. For project 5 it would look like this:
| Budget | Actuals | Forecast | |
| 5 | 151644 | 127569 | 14112 |
I want to calculate the variance between actual costs plus what is forecast and the budget, which is calculated as "(Budget/(Actual + Forecast"))/Budget". For project 5 this calculates as 0%.
If this is too hard to do, I will fall back to Plan B and export the report to excel and add the variance to the report there.
Hope this helps
Hi kennoe,
Went through your data. Can you also tell what is the expected Vaiance for your Identifier 5?
As far as I tried, the value comes as 0. But if you look deeply, it is not 0%. It is something like 0.00070581%
Going by the formula which you have given, for Identifier 5,
Budget = 151644
actuals + Forecast = 127569+14112 = 141681
The Variance Calculation would be something like this
(151644/ 141681) / 151644 = 0.0000070581
When multiplied by 100, it becomes 0.00070581%
I am afraid going by this formula, even excel is going to give the same value.
Click here for the PBIX with the same shown
Clarify if I am missing something here...?