actuals

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Actual vs Budget - Time intelligence slicer (WTD, MTD, QTD) STUCK
Hey guys, I've been stuck with trying to dynamically display actual vs budget, using a slicer with WTD, MTD, QTD, YTD and total. (Through variances and difference % etc. - in a matrix, cards and a line,column chart etc) So my data model has a calendar table, that is related to a sales table and a budget table. These two data tables are related to a users table (employee). All single directional relationships. Both my dynamic actual and budget measures have correct switch dax because I have tested them independently and they work fine. The issue is in a matrix for testing when I use the slicer to select only wtd mtd and qtd the budget values stay visibile and correct but the actuals values dissapear. Now, when I select YTD and Total slicer the Actual values reappear. Now when I change the relationship direction from the calendar table to the sales table to both. The actual values work perfectly fine when selecting the period, but then the budget values become incorrect (missing dates and values when tested independently) The measures are correct independently but together there is a breakdown and I'm pulling my hair out trying to figure out the solution. I've used treatas, datebridges, cross filters, userelationships If you guys have any ideas that might help that would be great. I can share my measures/model if needed for more context, my targets table is broken down equally from a yearly employee total into daily totals. 1 date and value for every day of the year per employee. And my sales table has employee id date and value. The time intelligence slicer is created from a parameter from a custom table.
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Jheraty
1 year ago Place DAX Commands and Tips
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How many days left till the used value will reach the target?
Hello Community Team, I have a question related to the DAX formula. Following is my visualization. I have a line chart showing comparison between Actual and Target with: EPZ = external (in yellow), IPZ = internal (in blue) Prod used = actual (changing by day), Prod Capacity = target (stable data) By using this line chart, I can see data is growing in each EPZ or IPZ. But I want to have a card to predict how many days left (counting from the latest date) that the solid line with reach the dashed target line? Can you please help me out with a DAX formula? Thank you so much for your support!
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BenNguyen
3 years ago Place DAX Commands and Tips
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Display Budget vs Actuals (which are at a lower level)
Hi all, I have a requirement to display budgets vs actuals in a somewhat unique way. Budgets are set at the Program Level Actuals are set at the Project Level The client would prefer the matrix/table be able to display the information as: Program Project Budget Revenue $ Remaining MyProgram 200,000 135,000 Project A 40,000 Project B 10,000 Project C 15,000 MyOtherProgram 50,000 49,000 Project D 1,000 So far I am working on the Budget and Revenue (actuals) measures, with some success. Budget: IF(HASONEVALUE('Projects'[Project Name]), BLANK(), CALCULATE(SUM('Project Budget'[Budget Amt]))) Revenue: IF(HASONEVALUE('Program'[Program Name]), BLANK(), CALCULATE(SUM('Project Actuals'[Revenue])) Any suggestions are welcome. thanks Dave
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Anonymous
5 years ago Place DAX Commands and Tips
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