Power BI is turning 10, and we’re marking the occasion with a special community challenge. Use your creativity to tell a story, uncover trends, or highlight something unexpected.
Get startedJoin us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.
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
Solved! Go to 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
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
@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
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
Check out the June 2025 Power BI update to learn about new features.
User | Count |
---|---|
80 | |
79 | |
59 | |
36 | |
35 |
User | Count |
---|---|
99 | |
57 | |
56 | |
46 | |
40 |