Tag: Cumulative Budgets

Showing Actual Results vs Targets Only To Last Sales Date In Power BI

Actual Vs Target To Last Sales Date Using DAX Cumulative Totals In Power BI

In this example, I want to show you how we can generate cumulative totals but only up to a certain point. A really relevant example if you are running some time comparison analysis and you’re looking at trends over time as a cumulative total in Power BI. Here’s a description of a specific scenario below.

Continue reading

How To Calculate Budget Or Forecast Results Cumulatively In Power BI

Recently I ran an entire workshop as part of the Enterprise DNA webinar series on Advanced Budgeting Techniques. I know for a fact that there’s a huge requirement for this type of analysis in Power BI. Very often we have our actual results and we want to compare them to a forecast or a budget

Continue reading