Forum Discussion
Helper IIIComparing headcount budget and actuals
HI tobiasmcbride,
Maybe you can try to create a calculated table to store expand table records of each date of your date ranges and link to your original table. Then you can simply use table fields to summarise values:
Spread revenue across period based on start and end date, slice and dase this using different dates
Regards,
Xiaoxin Sheng
Super UserThe best way is to create common dimensions including a date dimension using the calendar. Now join all these facts(data) with common dimensions and create the required measures.
Refer :https://docs.microsoft.com/en-us/power-bi/guidance/
To get the output shown. Measures on rows. In Matrix visual you have an option "show on rows". Choose that and put dates on column.
In case you need more help, please share sample data and measures calculations you need.
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Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
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tobiasmcbrideThe problem I foresee with using a date calendar is that it needs to be continuously updated whereas what we want is it to automatically calculate based on the months across both datasets.
Essentially I need the data in the format I have below to match up.
1. Calculating number of established employees (I have done this)
2. Comparing this against the current month in the budget tab/excel spreadsheet across the provisional and final approved budgets for that particular month.
3. Make sure those can roll forward so that, for instance, for March 2020 the budget can match the actuals in that regard.