Tag: Budget Allocation

Sales Vs Budgets Insights – Extended Budget Allocation Formula

Actuals vs Budgets - Comparison Insights w/Power BI

In this tutorial, I’m going to show you an extended version of the ultimate Budget Allocation methodology that allows you to compare your Sales vs Budgets. The Budget Allocation formula allows you to solve data with mismatched granularities. For example, your Budgets could be at a monthly granularity while your Sales data could be at

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The Ultimate Budget Allocation Formula For Power BI Analysis

In this tutorial, I’m going to show you the ultimate Budget Allocation formula that you can use when dealing with amounts and data of different granularities. Your Budgets could be at a monthly, quarterly, or yearly granularity while your Sales are usually at a daily level. This creates a mismatch in the model. The Budget

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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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Managing Seasonality In Your Budget Analytics – Advanced Power BI

Completing budgeting analysis in Power BI is unfortunately just not that easy. What I’m going to go through today is possibly the most advanced technique that you can get to with budget analytics as we need to incorporate some seasonality into our budgeting numbers. I detail this quite extensively in the video tutorial, so there’s

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A Power BI Training On Budgeting Scenarios Using DAX

So we’re going to really dive into some problem-solving in this Power BI training. This is some really great stuff that you can do with Power BI, but if we just step back for a moment, the key here is, first of all, you’ve got to be able to think analytically. And that’s what I

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