In this video, I will show you how to allocate budget with seasonality into months and dates using Power Query. Understanding how to use an allocation factor can be a huge help when distributing budget values across different time frames. 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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⏲ Video Timestamps

00:00 Introduction
00:46 Data Model, budget allocation and visualization requirements
02:07 Allocation of category seasonal budget amount into months in Power Query
04:00 Building measures to compare actual vs budget and % and visualize
08:14 Allocation of monthly seasonal budget amount into dates in Power Query
10:50 Updating measure to show dynamic Actual vs Budget based on latest sales date
16:14 Ending
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⏬ You may download the completed PBIX file here:
https://excelfort.com/budget-allocati...
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