Category: Budgeting

Budget Allocation: Monthly Forecasts Across Daily Results In Power BI

In this tutorial, I’ll go through a budget allocation technique in Power BI where you allocate Budgets at a monthly level versus Sales or Transaction Data at a daily level. This scenario is very common when working with any type of forecasted information. As an example, you may have Sales that happen every day, but

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Show Top Or Bottom Results Using Ranking In Power BI

In this tutorial, we are going to dive into how to utilize ranking techniques effectively in Power BI. Sometimes you don’t want to show all the results from your data in your visualization. Sometimes you only want to see the top or the bottom results, for example the top five or the bottom seven. To

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Effective Techniques for Profit Prediction Using Power BI

What I want to cover with this tutorial are some great examples of profit prediction in the future using Power BI. To achieve this in Power BI you need a number of different modelling and formula techniques, but you must be able to use them correctly and simultaneously. When it comes to the output that

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Create Reports In Power BI To Show Deviations And Insights

In this tutorial, I want to show you how to set up compelling visualizations using deviations in your reports in Power BI. These are some really powerful insights that have historically been very difficult to complete and highlight in combination. I’m also going to look to highlight these specific deviations and what is causing the

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Showcasing Workday Number in Power BI Using DAX

We’re going to work through something really unique around Time Intelligence inside Power BI. This technique can help you track and determine the exact workday number in Power BI using a variety of DAX formula and advanced logic. Getting around this analysis can help solve an issue around comparing and counting working days in a

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