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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Target vs actuals month basis

Hello 

 

I'm trying to do some visuals for some projects I'm working on, where I have a Target for the project which is static, and a monthly update of what has been invoiced. 

 

So far I've added the data to PowerBI, created a date table and linked the projectnumbers with relations. 

 

What I would like to do is see how much of the TargetBudget has Invoiced used on a montly basis. My issue is I can't really figure out how do I calculate the remaining budget based on what has been invoiced?

 

 

What I'm aiming at/near, when I'm finished is something similar to this Dashboard layout:

 

 

Need Help
  • amitchandak's avatar
    amitchandak
    4 years ago

    Anonymous , Make sure both table are joined to common project table. No need to join target to date table

     

    remaining example 

     

    sumx(project, calculate(Sum(Invoice[Amount]) - Sum(Target[Amount]) ) )

     

    or

     

    sumx(values(project[project]) , calculate(Sum(Invoice[Amount]) - Sum(Target[Amount]) ) )

1 Reply

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    4 years ago

    Anonymous , Make sure both table are joined to common project table. No need to join target to date table

     

    remaining example 

     

    sumx(project, calculate(Sum(Invoice[Amount]) - Sum(Target[Amount]) ) )

     

    or

     

    sumx(values(project[project]) , calculate(Sum(Invoice[Amount]) - Sum(Target[Amount]) ) )