Tag: Cumulative Budgets

Showing Cumulative Total Only Up To A Specific Date In Power BI

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

Continue reading

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

Continue reading

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

Continue reading

Showing Cumulative Results vs Targets Only To Last Sales Date in Power BI

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

Continue reading

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

Continue reading