Budgeting with Power Pivot

Speaker: Marco Russo

Duration: 60 minutes

Track: Analyze & Interpret

Budgeting is one of the most challenging scenarios in the Power Pivot arena. For example, you might need to summarize sales in previous years and to allocate the budget forecasts. You have to work with data at different granularities and to 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, Marco will show you some common techniques to use when building a budget model with Power Pivot and Power Query, including previous year allocation, multiple-step budgeting with linked back tables, handling of budget on products which do not yet exist.

Marco Russo
Consultant, SQLBI

Marco is a Business Intelligence consultant and mentor. He worked with Analysis Services since 1999, and wrote several books about Power Pivot, Power BI, Analysis Services Tabular, and the DAX... View More

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