Budgeting with Power BI

Budgeting is one of the most challenging scenarios in the Power BI arena. For example, you might need to summarize sales in previous years and to allocate the budget forecasts. You must work with data at different granularities and find a way to author DAX code to compute the forecasts at the desired granularity.

When it comes to budgeting, each company is a unique scenario. In this session, you will see common techniques to use when building a budget model with Power BI and Power Query. As a bonus, you see a lot of DAX code and several advanced techniques to allocate values below the granularity of a relationship.