Tag: Monthly Budget Vs Daily Sales

Sales Vs Budgets Insights – Extended Budget Allocation Formula

By Sam McKay, CFA on June 13, 2020October 12, 2020

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

Posted in: Actuals vs Budgets, Budget Allocation, Cumulative Budgets, Cumulative Difference, Cumulative Totals, Monthly Budget Vs Daily Sales, Power BI Insights, Sales vs Budgets Power BI

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The Ultimate Budget Allocation Formula For Power BI Analysis

By Sam McKay, CFA on June 10, 2020October 12, 2020

In this tutorial, I’m going to show you the ultimate Budget Allocation formula that you can use when dealing with amounts and data of different granularities. Your Budgets could be at a monthly, quarterly, or yearly granularity while your Sales are usually at a daily level. This creates a mismatch in the model. The Budget

Posted in: Budget Allocation, Budget Analysis, Different Granularity, Granularity DAX, Granularity Power BI, Monthly Budget Vs Daily Sales, TREATAS Power BI