When analyzing actual results in your data, you may sometimes want to compare it to a forecast or run rate. In this tutorial, I’ll show you how to calculate a cumulative run rate based on some historical results. This came out as a request in the Enterprise DNA Support Forum where a member needed a forecast
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 unique example, I want to show you how to project a historical trend in Power BI and repeatedly project it forward. This particular example came from a question in the Enterprise DNA support forum. An Enterprise DNA member needed to carry out this analysis in the real world using historical information, which could
The topic that I’m going to discuss in this tutorial was part of a full hour workshop on budgeting and forecasting in Power BI during an Enterprise DNA Learning Summit. This tutorial focuses on how we calculate and highlight the differences between cumulative sales and cumulative budgets up to a certain date only. Firstly, I’ll
