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rsharma81
Regular Visitor

Actual vs Forecast vs Budget Variance

Hi Team,

 

I am currently working in Power BI to see the variance in Matrix table for Actuals vs Budget and Actuals vs Forecast. as per the below screenshot for sample data.

 

I am attaching herewith the sample data for the resolution.

I have all the view but only left with the variances.

View required in Power BI.

rsharma81_1-1718263285844.png

 

Looking for a DAX query so that I will be able to get the Variance with this data set. If there would be any other suggestion so please let me know.

Data Set

 

rsharma81_0-1718263259419.png

 

Thanks,

Rakesh

 

1 ACCEPTED SOLUTION
rajendraongole1
Community Champion
Community Champion

Hi @rsharma81 - Calculate variances between Actuals vs Budget and Actuals vs Forecast in a Power BI Matrix table, you need to create measures that calculate these variances.

 

create measures for each, like actual , budget and forcast

 

Actual =
CALCULATE(
SUM(SalesData[Amount]),
SalesData[Scenario] = "Actual"
)

 

Variance =
[ActualAmount] - [BudgetAmount]

or 

Varience = CALCULATE(SUM(FAB[Amount]),FAB[Scenerio]="Actual")-CALCULATE(SUM(FAB[Amount]),FAB[Scenerio]="Budget")

 

rajendraongole1_1-1718278019205.png

 

 

adjust the totals from format column subtotals as highlighted

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

 

View solution in original post

1 REPLY 1
rajendraongole1
Community Champion
Community Champion

Hi @rsharma81 - Calculate variances between Actuals vs Budget and Actuals vs Forecast in a Power BI Matrix table, you need to create measures that calculate these variances.

 

create measures for each, like actual , budget and forcast

 

Actual =
CALCULATE(
SUM(SalesData[Amount]),
SalesData[Scenario] = "Actual"
)

 

Variance =
[ActualAmount] - [BudgetAmount]

or 

Varience = CALCULATE(SUM(FAB[Amount]),FAB[Scenerio]="Actual")-CALCULATE(SUM(FAB[Amount]),FAB[Scenerio]="Budget")

 

rajendraongole1_1-1718278019205.png

 

 

adjust the totals from format column subtotals as highlighted

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

 

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