Project Budget Tracker.
Create a Project Budget Tracker leveraging the IT Spend Analysis example dataset available to everyone in Power BI Service. This file and associated data is property of obviEnce LLC and has been shared solely for the purpose of demonstrating Power BI functionality with industry sample data.
This report shows the project status in terms of plan vs budget. The point of this report is to identify whether or not the project is within budget as well as identify the sources of the spend.
Part of the Power BI Work Out Wednesday Challenges, reference below.
Data Source:
From PowerBI.com. This data set is a sample data set available for users in Power BI Service.
Challenge Requirements
- Connect to the IT Spend Analysis data set available in Power BI Service
- In Order to connect to this data set go to PowerBi.com.
- Go to the bottom left of the page and click on Get Data
- Right below where it says “More ways to create your own content” – click on Samples
- Choose the IT Spend Analysis data set
- Open Power BI Desktop – click on Power BI data sets in the ribbon and then select the IT Spend Analysis data set that you just imported to your workspace
- Since the Actual and Plan data is aggregated in a cumulative manner, you will need to back into the amounts that were planned or spent per month. This requires you to create two calculations on top of the provided data set
- Actual Mo – this is the amount of Actual spend per month
- Plan Mo – this is the amount of spend that is planned for each month
- Using the previous two fields, create an actual v plan calculation that shows the % difference between budget and plan for each month
- Create three KPI section for Spend, Budget, and Variance
- Include trend bar charts by month for each metrc
- Ensure that that each bar chart filters the other charts instead of highlighting them
Reference: https://www.workout-wednesday.com/2022/03/17/pbi-2022-w11/
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