DAX Patterns: Budget

These are in-depth video lectures of the Budget pattern.

This pattern includes several coding techniques you may find useful for budgeting scenarios. The techniques do not apply only to budgeting. We use the budget as an example to show how to reallocate a measure at a different granularity, and how to combine measures coming from tables with different granularities into the same chart.

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  • Budget

    • About the Budget pattern
    • Introduction
    • The data model
    • Forecast allocation
    • Using the forecast measure
    • Showing actuals and forecasts on the same chart

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  • Peter Heller (Dec 27, 2020)

    Well documented and easy to follow but needs time to digest. The last date available appears to be a critical and pivotal technique in time intelligence. Excellent insight.