01-31-2024 07:08 AM
In this session, we will look at a common budget allocation problem that involves seasonality. Seasonality has a major influence on many businesses. The ability to factor in seasonality in budgets and forecasts could help to create clear and meaningful comparisons with actuals.
Allocating a high level budget to lower levels of granularity, on the other hand, can be difficult. I'll demonstrate how to split seasonal budgets utilizing Power Query. This will allow us to compare the budget on a quarterly, monthly, and even daily basis. At the end, I'll demonstrate how to use dynamic DAX calculations for effective budget-to-actual comparisons.
PBIX file used in this sessio is available below 👇
Enjoy the session!
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Thank you Fowmy! This video was really benefial for the report I'm working on for the company I work for. It was very helpful and very much detailed oriented.