Compare Multiple Forecast in a Single Visual with Power BI
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- Опубліковано 8 вер 2024
- I frequently need to compare different versions of forecast. What is our original budget, what is our previous month estimates, what is our target and so on.
In this video, I will show you how I manage to analyze and present different forecast and estimates together to see what are the changes between them and validate whether the current forecast is prepared correctly with Power BI.
with Power BI, I'm able to shorten my time spent on my data preparation steps and spend more time with financial analysis.
Resources:
PBIX file used in video - drive.google.c...
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Hi Joel, thank you so much for your vide. I was struggling to do a report like this.
You were clear and to the point. Thank again
I've now watched your 2 videos, the case studies are so easy to understand. Good job Joel
Thank you so much Joel !!!!! this is soooo helpful !!!
Keep up the good work
Hey hi in powerbi I want to compare a value for continuous 15 mins if the value is same for 15mins continuously and I need a count 1 for that
Hi there, sorry, I'm not too familiar with working with time of that level of granularity. I am not the right person to provide advise on this and I'm not too sure how to approach that.
Quick Question , I notice the selected and comparator values are in separate table , any chance that all values in same table ? The reason I'm asking is that one of my stakeholder wanted to download them in one excel file , i guess they don't want to download two tables then combined them later . Not sure if that's doable ? Thank you
Hi Rachel, you can simply use the "Selected + Comparator" measure to create your table and that is also how the charts are being built where all versions are visualized in the same chart. The main reason I separated the 2 is mainly because I want to look at the variances between the selected and comparator values. If we put everything in a table, you would see that the variance would be calculated at 0 for the selected version, since it's comparing against itself.
@@JoelTing thanks for your explanation Joel !! Appreciate it!!
kindly upload new sap related video. i love your videos
Hi Joel, thanks for your video! I have only one issue maybe you can help me with. Mi Forecast is not how you showed it, i have it as a table with the products on the rows and every month is a column. Is there a way to adapt the information to get it as you have it? I have around 400 products
Hi Emilia, your data needs to be manipulated 1st in Power Query before it is ready for analysis. You would need to unpivot your table. To do that, in Power Query, highlight all the months column, then click on Transform -> Any Column -> Unpivot column. That way, you will be able to get a table that is easier to analyze with Power BI.
Hi Joel, Is there a way to create measures for both volume and revenue and then change the information on every visual with the click of a buttom? i did a little reseach but couldn't find a solution. I want to have the dashboard as you show, and with a button show volume with the same visuals. Is that possible?
Hi there, that's possible. You can try creating a table with the option to choose Volume and Revenue. Then use that field as a single select slicer. Then you can create another measure (to be used for the visual) and use the switch function, when the selected value of the table column that you created is equal to volume, then return the sales volume measure, if it is revenue, then return the revenue measure. Hope this helps!
Hi, can you include the link of PBIX file used in the video? Thank you very much
Hi Albert, please find the link of the PBIX file here. drive.google.com/drive/folders/1ezb_KU0fnnkc_Zays7Bp3kZ3HE3WbY2c?usp=sharing
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Hi, Joel! Just wondering. Have you tried directly connecting Power BI to SAP? I believe SAP GUI is not the database itself'. I'm also not sure which is the right connector to purchase and install in order to connect SAP and power BI and what complexities must I expect, etc.
Hi Lara Danica Lim, yes you are right, SAP GUI is not the database itself. There are connectors available in Power BI to connect to SAP database (ie SAP HANA Database and SAP Business Warehouse Application Server). Separate installation is needed. You may need to reach out to your IT team to understand what access do you need to access these databases/servers. Usually there's specific server address that you need to enter and you need to know what query or what table that you are trying to access.