Power BI report with monthly budget

[RickFlir]

HI, i am looking for some help and i am very new to power BI. I am creating a Power BI report which shows our monthly spend but i am looking to add a measure for for our monthly budget.

Originally i took our yearly budget and divided it by 12 to give me a monthly budget numbers but my Manger would like me to use the numbers he provided in the attached excel file picture based on this years sales projections.

How can i use the numbers he provided to create the budget line in my bar graph? Any help would be greatly appreacited !

[Anonymous]

Hi, @RickFlir 

May I ask if you have gotten this issue resolved? If it is solved, please share your solution and accept it as solution, it will be helpful for other members of the community who have similar problems as yours to solve it faster.

If it is not resolved, I hope you will provide the full .pbix file via OneDrive or SharePoint. Please be careful to remove all sensitive information and we will do our best to provide ideas for your issue.

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Fen Ling,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous]

Hi, @RickFlir 

May I understand that you already have a sheet for Billing Amount and in addition your manager has given you another sheet in the Excel file for the new sales forecast?

If this is the case, you can connect to the Excel file via Get Data in Power BI Desktop:

Then create a relationship between the two tables via Month:

Then select Line and stacked column chart visual and put the corresponding fields into the Visualization panel:

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Fen Ling,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[PaulDBrown]

You need to create a dimension table for months (ideally a date table) with 1-many relationships to your fact/billing and budget tables (corresponding fields). You then use the field from the dimension table in the axis of your visuals (and in measures etc...)

[RickFlir · Accepted solution]

I reached out to another person in my office and they were able to help. I used this linkage and here is the end result 

  

[Anonymous]

Hi, @RickFlir 

It looks as if you have solved the problem you were having.

Can you please mark your solution as solved? This will help other members of the community who are experiencing similar problems to yours to be able to quickly pinpoint the problem and find a solution! Thanks!

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Fen Ling,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.