Tag: Budgeting Power BI

Budgeting Performance Segmentation Using DAX In Power BI

Budgeting performance analysis might sometimes require us to segment the results we currently have to different groups. This is to analyze which performers were better than others versus their targets. Power BI can manage performance segmentation, and understand their differences and effects on the total budget. In this tutorial, I’m going to discuss how to

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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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Showcasing Budgets In Power BI – DAX Cumulative Totals

Recently, I built and showed a Budgeting Analysis Dashboard in one of Enterprise DNA’s workshop. One feature of that Dashboard is the Cumulative Budget view. The webinar is linked here. The dashboard itself is dynamic so I can change the time frame and select the products I want to track. This makes exploring the data

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Advanced Product Budgeting – Actual Results To Budgets Per Product

I’m going to go over something specific in product budgeting. It’s quite advanced but if you can understand the concepts and the techniques that I go through here, you’ll also have a good understanding of what Power BI can do, how DAX works, and how you can combine a lot of different functions to get

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How To Create Budgets With Seasonality Impact Using Power BI

I’m going to show you something specific and quite advanced on budgeting through Power BI. We’re going to dive into how to create budgets with consideration on seasonal impact.  This has great potential mostly because it paves the way for highly effective analysis. It also enables you to automate some of the insights that you

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