Forum Discussion
Link Actual data to Budgeted data
Hi All,
I am new to power BI. I would like to do a simple comparison between actual Revenue versus budgeted Revenue.
I have a Calendar DAX table that has fiscal periods that is linked to my sales data by "Date" field.
I have budgeted data in a separate table with budgeted Revenue per month.
I cannot have 2 active links to the Date column from budget and actuals to my calendar, as only one can be active, so I created a duplicate of the Calendar called Budget Calendar.
How to I link all the tables so I can compare Actual Revenue per month with budgeted Revenue for that month?
Thanks,
4 Replies
- Greg_Deckler
Community Champion
If you have multiple relationships, you can use USERELATIONSHIP. Also, I often create a disconnected date table and implement the relationshp logic within the measure calculations. Really depends on your data and what you are trying to accomplish. Sample data and expected output are key. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
Thank you Greg_Deckler ; I incorporated the USERELATIONSHIP in my formula for my budgeted revenue sum as follows:
Total Revenue (Budget) = calculate(sum(Budget[Revenue (Budget)]),USERELATIONSHIP(Reservations[Arrival],'Calendar'[Date]))
I created an inactive link between my budget date and my calander date.
However, my table is still showing the full budget revenue for all time instead of per year .
If you could help I would be really grateful!
- Greg_Deckler
Really going to need sample data and expected output. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
