Budgeting with Power Pivot

on YouTube ↗01h 03m

" summary

Uses Power Pivot and Power Query plus DAX and DAX Studio to turn a year-level budget into month-by-month figures, allocating by last‑year sales (2009) to compute an allocation factor. Builds a refreshable Excel table from a DAX query, merges it in Power Query, creates a budget measure, and implements virtual relationship filters so country/store and product hierarchies work. Demo runs and compares static vs dynamic allocation and the methods prove practical.

AI-written summary · about

" chapters (9)

1. 0:00Budgeting with Power Pivot
2. 7:29Budgeting scenario and data model
3. 10:03Static allocation with Power Query
4. 21:52Dynamic allocation with DAX
5. 32:17Handling granularity in reports
6. 40:03Virtual relationships for filtering
7. 45:31Dynamic budget by city/product
8. 52:18Summary
9. 56:00Q&A

" related talks

• 59mSelf-Service Data ModelingMarco Russo · PASS Business Analytics Conference 2013
• 01h 03mFrom Data to Insight – Views from Microsoft FinanceMarc Reguera · PASS Business Analytics Conference 2013
• 18mEmpowering Business Through DataDeepthi Anantharam · Great Indian Developer Summit 2015
• 54mData Visualization with Power View and the Tabular ModelJen Stirrup · PASS Business Analytics Conference 2013
• 45mRebooting your SME Data Analysis StrategyMark Hayes · SQLBits 2020
• 20mAn Introduction to Calculation Groups in Power BI DesktopPedro Reis · SQLBits 2024
• 51mPower BI Composite and Hybrid ModelsAlex Whittles · SQLBits 2023
• 54mExtending PowerPivot into a Scalable Component for Enterprise BIAvi Perez · PASS Business Analytics Conference 2013