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bow007
Regular Visitor

How to show how under budget I would need to be to hit target in future periods?

Hi Everyone 

 

Sure someone can help me with the below? 

 

I want to be able to show how under budget I would need to be in the following periods in order to meet target if I had been over or under budget in previous periods? I.e If my business area was over budget by $100k at period 6 how under budget would I need to be in periods 6 - 12 to still come under budget at year end?

 

I have managed the formula for the amount the actuals would need to be reduced or increased by to hit budget but where I am really struggling is how to plot this so only future periods are calculated and the correction split accordingly? Ideally would make this dynamic so that whatever periods are selected i.e if the user had a specific target for p11 to hit budgets rather than p12 they could look at this?

 

Please someone point me/help me out! 

 

Thanks a lot

 

3 REPLIES 3
v-yuta-msft
Community Support
Community Support

@bow007 ,

 

Could you please share some sample data and clarify more details about your requirement?

 

Community Support Team _ Jimmy Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@v-yuta-msft 

 

No problem. See below for more explanantion

 

 123456789101112TotalYTD
Budget        50.00        50.00        50.00        50.00        50.00        50.00        50.00        50.00        50.00        50.00        50.00        50.00     600.00     300.00
Actuals        60.00        60.00        70.00        50.00        80.00        90.00           410.00     410.00
Correction required           (18.33)     (18.33)     (18.33)     (18.33)     (18.33)     (18.33)   (110.00) 
Actuals & Correction Plan        60.00        60.00        70.00        50.00        80.00        90.00        31.67        31.67        31.67        31.67        31.67        31.67     600.00 

 

This is an example of the backing information - then what I need to be able to do is to show on a visual in PowerBi the actuals & correction plan for the future periods. Is this clear enough or do you still need further clarification? 

 

@bow007 ,

 

So you want to do data forecasting analysis, right? You can click the analysis pane-> click forecast option, please refer to third-party blog below:

https://www.mssqltips.com/sqlservertip/5085/data-forecasting-and-analytics-with-power-bi-desktop/

 

Community Support Team _ Jimmy Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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