Variance Calculation by Condition

[Anonymous]

Hi 

I'm trying to create the variance between actual vs budget.  I have tables one for actual and another for budget, and they both have a relationship to "Date" and "Account List" tables. 

I want to show the variance between actual and budget table with condition that :

If it's revenue accounts, it will do  Actual  less Budget, 

If it's expense accounts, it will do Budget less Actual. 

I tried to do a measure, but the value did not come out correctly.

Var $ Test =

SUMX(Actual,

              IF(RELATED('Account List'[Type])="Income",

                 [Actual $]-[Budget $],

                 [Budget $]-[Actual $]

      )

)

[v-zhenbw-msft · Accepted solution]

Hi @Anonymous ,

We create a sample like this,

Then we can create a measure to meet your requirement.

Var $ Test = 
IF(
    MAX('Account List'[Type]) = "income",
    SUM('actual table'[Actual]) - SUM('Budget Table'[Budget]),
    SUM('Budget Table'[Budget]) - SUM('actual table'[Actual]))

The result like this,

If it doesn’t meet your requirement, could you please provide a mockup sample based on fake data?

It will be helpful if you can show us the exact expected result based on the tables.

Please upload your files to OneDrive For Business and share the link here. Please don't contain any Confidential Information or Real data in your reply.

Best regards,

Community Support Team _ zhenbw

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

BTW, pbix as attached.

[amitchandak]

@Anonymous , assuming actual and budget are measures 

Var $ Test =
SUMX('Account List',
IF(('Account List'[Type])="Income",
[Actual $]-[Budget $],
[Budget $]-[Actual $]
)
)

[DataInsights]

Hi @Anonymous, create the three measures below:

Actual $ = SUM ( Actual[Amount] )

Budget $ = SUM ( Budget[Amount] )

Var $ =
VAR vAccountType =
    MAX ( AccountList[AccountType] )
VAR Result =
    SWITCH (
        vAccountType,
        "Revenue", [Actual $] - [Budget $],
        "Expense", [Budget $] - [Actual $]
    )
RETURN
    Result

In a matrix visual, add AccountList[Account] as rows, and the three measures above as values.