Hello Community - Below is my budget table.
I am trying to add in the "actual" sales, by month, as another column in my budget table. It seems that KPI visuals want you to have the actual and the target value in the same table to use them properly.
My budget table is at month granularity. My shipment revenue (fact table) is at daily granularity. And I have a date table (connected to ship date on the shipments table, and to "date" on my budget table.
I am trying to bring in the actual MTD sum of each month (from the shipments table) as a new column in my budget table. I tried this below but not working. Any suggestions?
@Anonymous I don't think you need to bring sales in the budget table, just add two measure, one is the sum of sales and one is the sum of budget and on KPI visual, use sales measures on the indicator, month column from date table on target axis, and put the budget measure on target goal section and it should work.
Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
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@Anonymous not it doesn't matter if they are in the same table or not, I'm not fully sure about your comments but seems like it is working for you.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@Anonymous I don't think you need to bring sales in the budget table, just add two measure, one is the sum of sales and one is the sum of budget and on KPI visual, use sales measures on the indicator, month column from date table on target axis, and put the budget measure on target goal section and it should work.
Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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