Forum Discussion
Proper layout for budget table
We are putting together a 2020 budget. I was wondering what is the best layout for the budget (we have a monthly budget, quarterly, and annual total). No daily budget, but we do have daily sales.
I need to manually create the quarterly budget table and was not sure exactly how to lay it out, so that it could properly connect to my date table, but also so that I don't have to manually change the visual or other caclulations each new quarter.
Thanks!
Hi Anonymous,
create the budget table in the smallest required granularity (e.g. month) and aggregate the values using a date table.
Check this out.
Regards,
Marcus
Dortmund - Germany
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10 Replies
Refer :
https://community.powerbi.com/t5/Desktop/Formatting-financial-statements/td-p/116115
https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/td-p/7223
https://community.powerbi.com/t5/Desktop/Financial-Statements-using-MATRIX-Visual/td-p/412388
https://community.powerbi.com/t5/Desktop/Balance-Sheet-amp-Income-Statement-in-PowerBI/td-p/88665
Hi Amit,
Maybe I was not clear. I trying to figure out the best way to lay this out in a table. I do not have a source file (like from Excel or anything). So I need to create a table in the query editor and this will be my budget table.
I did something simple like
10000 Q1
30000 Q2
40000 Q3 etc but this is not the ideal solution of course.
Just looking for guidance on how to best layout the source table.
seems like I am still not very clear.
I typically give an end date of the month , end date of the qtr and end date of the year , in case data is monthly, quarterly or yearly data.
In measure, if needed you can switch measure using is filtered.
