How To Calculate Budget Or Forecast Results Cumulatively In Power BI

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Recently I ran an entire workshop as part of the Enterprise DNA webinar series on Advanced Budgeting Techniques.

I know for a fact that there’s a huge requirement for this type of analysis in Power BI.

Very often we have our actual results and we want to compare them to a forecast or a budget result.

Not only may we want to analyze and compare our results at a daily or monthly level, but we also may want to analyze them in a cumulatively to more easily identify trends that may be appearing.

This particular tutorial is solely about how you can turn these budgeting results that maybe at a different granularity to your sales data or your fact table data into cumulative totals.

In my view using cumulative totals is the best to evaluate trends.

How you’re actual results are trending versus your budget results. This is ultimately what we want to look at.

This isn’t a super easy technique, there’s a little bit to it specially around the DAX formula combinations to use.

If you can learn and get your mind on how you can incorporate these formula inside of your Power BI models, you’re doing very well and you will be in a good position to showcase actual results versus forecast or budget results in a compelling way.

For much more budgeting and forecasting content, check out this detailed course module at Enterprise DNA Online. So much to learn in just this one module.

Budgeting & Forecasting

All the best

Sam

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