DAX Budget vs Actual (Value and %) Measure

Notes

Requires a separate Budget table, typically related to the Date and Product/Region tables at whatever grain the budget was set.

Requirements

• A Budget table with a BudgetAmount column.

Builds on these measures

• Total SalesSums a revenue column across whatever filter context is currently applied.

How to use this measure

1. In Power BI Desktop, select the table that should hold the measure and choose New measure on the ribbon.
2. Paste the code, then replace the placeholder table and column names with your own. The My table names fields above do this for you.
3. Run it through the DAX Formatter if you want it laid out in your team's style.

Related DAX measures

• Forecast vs ActualCompares actual sales to a previously saved forecast value.
• Variance and Variance %Generic variance measures comparing any two values, such as actual against budget or this year against last year.
• Cumulative BudgetAccumulates the budgeted amount from the start of the year through the current date filter context.
• Weighted Average PriceAverages the unit price weighted by quantity sold, instead of a simple unweighted average of prices.
• Total SalesSums a revenue column across whatever filter context is currently applied.
• DSO (Days Sales Outstanding)Estimates the average number of days it takes to collect payment after a sale.

More DAX resources

Browse all 175 measures in the Power BI DAX Measures Library, or search the library for something similar to Budget vs Actual (Value and %).