Can advise how to show the total budget vs spending by month and quarter and yearly?

[bbsin]

hi

the budget cost I have is in this table format,

May I know how to show in the dashboard 

by it's sub cat and detail breakdown to

1) Qtr total Budget vs total spending

2) Monthly - 

3) yearly as it will few yeards

not sure how to link into the date as the budget dates are in SUM?  Thanks

[Anonymous · Accepted solution]

Hi @bbsin ,

Please try following the steps.

1# Unpivot the yearmonth columns.

2# Create Year, Quarter and Month Columns.

3# Create measures like below:

Qtr =
DIVIDE (
    CALCULATE (
        SUM ( [value] ),
        ALLEXCEPT ( 'table', [category], [subcategory], [Year], [Quarter] )
    ),
    CALCULATE (
        MAX ( [total] ),
        ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
    )
)

Monthly =
DIVIDE (
    CALCULATE (
        SUM ( [value] ),
        ALLEXCEPT ( 'table', [category], [subcategory], [Year], [Month] )
    ),
    CALCULATE (
        MAX ( [total] ),
        ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
    )
)

Yearly = 
DIVIDE (
    CALCULATE (
        SUM ( [value] ),
        ALLEXCEPT ( 'table', [category], [subcategory], [Year] )
    ),
    CALCULATE (
        MAX ( [total] ),
        ALLEXCEPT ( 'table', [category], [subcategory] )
    )
)

Best Regards,

Jay

[amitchandak]

@bbsin , You have to unpivot the months. remove the total months.

https://radacad.com/pivot-and-unpivot-with-power-bi

Create date using month

Date = datevalue("01 "& [Month] )

Join sales and budget table with common date table and analyze