Forum Discussion
Helper IIDynamic actual vs forecast?
Hi, I have unpivoted my data using SQL and loaded my tables into my PBI report like the below.
What I want to be able to do is based on the slicer selection, I want to see the total expected cash in that date range vs the total actually received in that date range. So the slicer in my report is selecting everything up to 25-May-2024 which based on the expected table should show that we were expecting 1411.2 however we have only had one payment of 119.76 so the output should be a table like the below. I would then want to create a visual based of this to see lines for expected vs actual across the year.
Does anyone have any advise on how best to achieve this? Sorry, quite new to PBI and still trying to work out whats doable and what isnt..
You could append your tables together like this:
Key Amount Date Type 419660 476.28 23/05/2022 Expected 419660 934.92 22/05/2024 Expected 419660 352.8 02/05/2025 Expected 419660 119.76 08/03/2023 Actual Then use the Type as your legend in the chart.
1 Reply
- AlexisOlson
Super User
You could append your tables together like this:
Key Amount Date Type 419660 476.28 23/05/2022 Expected 419660 934.92 22/05/2024 Expected 419660 352.8 02/05/2025 Expected 419660 119.76 08/03/2023 Actual Then use the Type as your legend in the chart.