Tag: Budgeting Power BI

Enterprise DNA Learning Summit August 2019 – Second Day Wrap Up

Another 2 sessions completed today with a great turnout once again. We stepped things up a level today with a detailed review of CALCULATE vs CALCULATETABLE and DAX Formula Combinations While some of the concepts might have been new to those who attended, the great thing I feel is how achievable they are for all

Continue reading

Allocate Monthly Forecasts Across Daily Results In Power BI Using DAX

Allocate Monthly Forecasts Across Daily Results In Power BI Using DAX

In this example, we’re doing a deep dive into budgeting and forecasting inside of Power BI. Specifically, I want to show you how you can allocate budgets (or forecasts) which might be at a monthly or a yearly level, and you need to allocate them to a daily level. This scenario is very common when

Continue reading

Budgeting Performance Segmentation Using DAX In Power BI

Budgeting Performance Segmentation Using DAX In Power BI

When working on budgeting analysis inside of Power BI, there may be situations in your work where you want to segment the results into different groups, so that you can analyse which performers were better than others, versus their targets for example. This is some very unique analytics that can be done inside of Power

Continue reading

Enterprise DNA Learning Summit May 2019 – Second Day Wrap Up

Enterprise DNA Learning Summit May 2019 - Second Day Wrap Up

Another 2 sessions completed today with a great turnout once again. We stepped things up a level today with a detailed review of advanced grouping techniques and also a real-world logistics optimization scenario While some of the concepts might have been new to those who attended, the great thing I feel is how achievable they

Continue reading

Enterprise DNA Learning Summit February 2019 – Second Day Wrap Up

Enterprise DNA Learning Summit February 2019 - Second Day Wrap Up

Another 2 sessions completed today with a great turnout once again. We stepped thing up a level today with a detailed review of advanced financial reporting techniques and templates. While some of the concepts might have been new to some who attended, the great thing I feel is how achievable they are for all Power

Continue reading