Forum Discussion

colverjustin's avatar
colverjustin
Frequent Visitor
3 years ago

Create a 'versus budget' as a table row

I have two tables, one for budget, one for actuals.

 

Both tables have sales and profit.

 

I want to create a Power BI table which has the columns - Sales... Profit

 

I want to have the rows as Actuals, Budget, Versus budget

 

So 

 

.......................Sales............Profit

Actual.............. X...................X

Budget............ X...................X

vs Budget....... X...................X

 

Whats the cleanest way of creating this please? 

 

Do i need to create new tables? What DAX measures should I create?

 

Any help would be amazing.

 

Thanks so much

Need Help

2 Replies

  • colverjustin's avatar
    colverjustin
    Frequent Visitor
    3 years ago

    This is great, but I'm not sure it works exactly for me. As I understand, calculation groups can be used for creating e.g. a YTD filter against any metric that you choose. 

     

    So you can select e.g. Sales, or Profit, and it would provide your time filter.

     

    However, in my example, I have Sales and Profit actuals in one table, and Sales and Profit Budget in another table. And I want to compare the actuals to the budget for both metrics.

     

    Does that make sense? Or perhaps I've not understand calculation groups properly.

     

    THanks for your help