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!
@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.
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@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.
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