PowerBi - Need help to setting up Actual Vs Budget table

[JcBoulay]

Hello All,

Can anyone help me to setting up Actual Vs Budget table in PowerBi. Is there a way I can attached datasets?

Thanks in Advance
Jean

 

[JcBoulay]

Below is a sample

 

[JcBoulay]

Date Amount Account Project Code Project Description OU OU Description Asset Category Dept Head Scenario Jan 2024 2,500.00 1560 3022​ IT Project description 1 107 Omaha IT Smith John Actual Jan 2024 12,011.39 1540 4896​ Facil Project description 1 894 Oakland Facil Doe John Actual Jan 2024 64,639.83 1580 6418​ Med&Veh Project description 1 917 Med&Veh - Irving Med&Veh Wilson Mike Actual Feb 2024 3,000.00 1560 3022​ IT Project description 1 107 Omaha IT Smith John Actual Feb 2024 12,511.39 1540 4896​ Facil Project description 1 894 Oakland Facil Doe John Actual Feb 2024 65,139.83 1580 6418​ Med&Veh Project description 1 917 Med&Veh - Irving Med&Veh Wilson Mike Actual Mar 2024 3,500.00 1560 3022​ IT Project description 1 107 Omaha IT Smith John Actual Mar 2024 13,011.39 1540 4896​ Facil Project description 1 894 Oakland Facil Doe John Actual Mar 2024 65,639.83 1580 6418​ Med&Veh Project description 1 917 Med&Veh - Irving Med&Veh Wilson Mike Actual

 

[JcBoulay]

Date Amount Account Project Code Project Description OU OU Description Asset Category Dept Head Scenario Jan 2024 $ 50,000.00 1560 3022​ IT Project description 1 107 Omaha IT Smith John Budget Jan 2024 $ 166,666.67 1540 4896​ Facil Project description 1 894 Oakland facil Doe John Budget Jan 2024 $ 38,500.00 1580 6418​ Med&Veh Project description 1 917 Med&Veh - Irving Med&Veh Wilson Mike Budget Feb 2024 $ 50,500.00 1560 3022​ IT Project description 1 107 Omaha IT Smith John Budget Feb 2024 $ 167,166.67 1540 4896​ Facil Project description 1 894 Oakland facil Doe John Budget Feb 2024 $ 39,000.00 1580 6418​ Med&Veh Project description 1 917 Med&Veh - Irving Med&Veh Wilson Mike Budget Mar 2024 $ 51,000.00 1560 3022​ IT Project description 1 107 Omaha IT Smith John Budget Mar 2024 $ 167,666.67 1540 4896​ Facil Project description 1 894 Oakland facil Doe John Budget Mar 2024 $ 39,500.00 1580 6418​ Med&Veh Project description 1 917 Med&Veh - Irving Med&Veh Wilson Mike Budget

 

[JcBoulay]

Account Long Account Description Asset Category Asset SubCategory Asset Category ID Asset Category Code 1560 1560-Computer Hardware IT Computer Hardware 60 1560-IT 1540 1540-Leasehold Improvements facil Leasehold Improvements 40 1540-facil 1580 1580-HME Property and Equipment Med&Veh HME Property and Equipment 80 1580-Med&Veh

 

[JcBoulay]

Scenario Scenario ID Scenario Description Actual 1 Actual Budget 2 Budget Estimate 3 Estimate Forecast 4 Forecast

 

[JcBoulay]

Date Year Period Month Jan 2024 2024 1 Jan Feb 2024 2024 2 Feb Mar 2024 2024 3 Mar

 

[JcBoulay]

Dept Head OU Asset Category Department Number Department Name Department Description Doe John 745​ FACil 111​ Facilities Doe John-111-Facilities Smith John 746​ IT 112​ IT Services Smith John-112-IT Services Wilson Mike 747​ Med&Veh 113​ Med&Veh-Miami Wilson Mike-113-Med&Veh-Miami

 

[JcBoulay]

Above are the table or datasets. Thanks

 

[JcBoulay]

if someone can help create and save the .pbix file I would appreciate it.