March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Early bird discount ends December 31.
Register NowBe one of the first to start using Fabric Databases. View on-demand sessions with database experts and the Microsoft product team to learn just how easy it is to get started. Watch now
Hello,
I have a budget report that is currently built in excel. I will attach photos. What I want to have in Power BI is the same capability I have in my excel report. The actual column changes based on the current month period. So, for example in my screenshot it shows january, and febuarry because the current month period at the time was Feburary. So it will show all the actuals up to Febauary. Then it has all the budget numbers for the following months. The dynamic part of this is getting the Power Bi report to replace the Budget Of March-23 with the Actual of March-23 when the period becomes 3. If this doesn't make sense I can explain more. Thanks!
Is anyone able to help me?
@Power5
Hi,
It is possible. If you can create separate tables for Budget, Actual & Date, that will be easy for you.
Use following logic.
If Selected month in Date Table equal or less that current month number, then get the value from Actual Table else get the value from Budget Table.
Thanks.
Could you actually write out this logic. I will provide sample data shortly.
Hello, could you provide an example please?
@Power5 If you put sample data in the pbix file and share using one drive/google drive it will help to provide the solution. Remove any sensitive before sharing.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
I am unable to attach the samle data is there anyway you can show an example to me still?
Where can I send you sample data?
How could I share using google drive, what is your email/address?
@Power5 yes it is very much possible.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
How would I go about achieving this>?
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
User | Count |
---|---|
93 | |
87 | |
84 | |
76 | |
49 |
User | Count |
---|---|
163 | |
148 | |
103 | |
74 | |
55 |