Budget vs. Actual Dashboard in Power BI

Most Power BI reports are built with star schema (ie one fact and multiple dimension tables). What if, you have multiple flattened fact tables and no dimensions? In this case study, we look at AppraisalOwls, a property appraisal company based in Australia and analyze multiple fact tables (budget and actual data). We will be,

  • Loading multiple fact tables in to Power Query
  • Generating dimensional model from this data
  • Creating necessary relationships and data model
  • Making measures to compare budgets with actual values
  • Working with interactions in Power BI
  • Visualizing the outputs in a budget vs. actual dashboard

We will create below report by the end of lesson.

Watch the videos in multiple pages

This lesson has 5 videos. To keep it simple, I have split them in to 5 pages. Please watch first video below and other videos in the next pages. You can find the next page links at the bottom.

Author: Chandoo

My name is Chandoo. I am going to make you awesome in Excel, VBA, Dashboards, Power BI & Power Pivot and answering your questions. I live in Wellington, New Zealand. It is a beautiful, small city on the southern edge of the world. I run my own Excel Consulting & Training business from here. I am married to my college sweet-heart, Jo. We have 2 kids – twins. They are 10 years old now. They are busy creating new worlds with lego bricks or playing or learning. We (Jo &I) are busy with cooking, eating, walking, talking and reading.

2 thoughts on “Budget vs. Actual Dashboard in Power BI”

  1. I had a question regarding how you set-up the tables for Budget vs Actual. I have a table that has all the information in it. Actuals, Budget & Product Info. I noticed you took your tables and made them into 6. What is the advantage of doing that vs leaving them all in 1 table? Should I take my 1 table & create an actual table, budget table, etc like what you did? If so what are the advantages/disadvantages?

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