Forum Discussion
Linking budgeted data to actual
Microsoft EmployeeHi Jurre_B,
You have gotten good ideas. But I am afraid there are many things you have to do if I was right. According to your post, your tables look like them in the picture. We will benefit from Power BI if we transform the rows into columns.
- In Query Editor, choose these columns with “CTRL”, which aren’t the time column.
- Click “Unpivot other columns”.
- Rename “Attribute” to “Date”.
- Click “Clost&Apply.
- Create a Date table: DateTable = calendar(date(2017,1,1),date(2017,12,31))
- Create unique Source Table: SourceTable = DISTINCT(UNION(values(Budget[Source]),VALUES(Revenue[Source])))
- Create relationship.
- Create report.
Best Regards!
Dale
Hi Dale,
First of all, thank you so much for your detailed assistance!
However, my tables do not look like the one you showed in your pictures.
As stated, my columns are the dates, with the only exception being the first column which consists of the different sources of revenue.
I have imported this table directly from Excel after adjusting a few minor things to make it easier to work with.
The budget (and actual) data looks like this: (note that I removed the data and name of the business for privacy's sake)
Hope this helps!
- v-jiascu-msft
Hi Jurre_B
I am a little confused. My table is very similar with yours. Please check again.
Best Regards!
Dale
