In this tutorial, I’m going to cover a specific technique around Cumulative Total and budgeting information that you might be showing in your reports in Power BI. This is a very common question in the Enterprise DNA Support Forum. It’s usually asked when people are trying to do a comparison between their Cumulative Totals and
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
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
In this tutorial I demonstrate how to create a cumulative visualization in Power BI, showing cumulative results versus targets or budgets. This is a really good visualization to show things over time. But, in this example, I only want to show the results up to today’s date or the very last date of a sale
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
