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TheG's avatar
TheG
Icon for Advocate I rankAdvocate I
9 years ago

Forecast V Actual Comparison Table

Hi Community,

 

I was looking for the best practice when deciding how to report on Actuals (from an accounting system exported into Excel) and Forecasts (written in excel spreadsheet system).

 

I have the data in PBI with the same fields in both tables (FORECASTPF and ACTUALPF) except obviously, one with actual $ values and one with forecasts $ values.

 

I understand creating a calculated table is the best way to join this information for reporting and calculating variances.


Can anyone, advise me of the required steps so i can easily work out the variances for different accounts, jobs and/or periods?

 

I was able to create a measure in my actuals table to calculate the forecast less actuals as shown below:

 

1. But is there a better way to do this and create a single table for reporting on both Fact tables?

2. How do I link the Account Numbers, Names, Cashflow Group and Job number between to two? I am not sure how i should join these too tables to create one for analysis and reporting....?

3. Should i create new tables to hold the account numbers, names, jobs etc? to uniform the selection of these criteria?
Here is my table data so far.

Table Structures

Thanks again in advance for your help!

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