In this video, I will show you how to allocate a sales budget with monthly seasonality percentages into values by different timeframes using Power Query. Understanding how to use an allocation factor can be a huge help when distributing budget values across different time periods.
With the power of Power Query and Power BI, you can easily see the effect of seasonality on your budget and forecast. I will also show you how to create measures to show actual vs budget calculations for dynamic day level comparisons.
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Fowmy Abdulmuttalib is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting and data analytics. Currently, he is employed by McDonald’s Saudi Arabia as the Head of ERP and Business Intelligence. He is interested in everything data-related, he likes to share his passion and knowledge with the data community.