20 - Actual v Budget Dashboard with CUBEFUNCTIONS in Excel

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20 - Actual v Budget Dashboard with CUBEFUNCTIONS in Excel - Bernard Obeng Boateng

Рет қаралды 57,172

Күн бұрын

The goal of this session is to show participants how to create a dynamic Actual v Budget Dashboard with CUBEFUNCTIONS. From just two tables of Actual v Budget data, trainees will make use of Power Query, Power Pivot and CUBEFUNCTIONS to convert the Data into a Dynamic Dashboard that can be sliced by Department, Account Type and Scenario.
Files for the session: 1drv.ms/u/s!As...

Пікірлер: 48

@craftymehreen1847 Жыл бұрын

This is the best tutorial i found on KZfaq. Thank you so much.

@farkadbarri1114 7 ай бұрын

Thank you for such an outstanding dashboard planning and executing. I found the data preparation very clean and clear and the model you built is sustainable.

@reyminder Жыл бұрын

obeng you really snapped on this one also 19:40 explained how to fill blank rows using a neighboring cell better than any tutorial out there.

@davidcchambers Жыл бұрын

Absolutely brilliant. Your descriptions of each function were very understandable and a special thank you for speaking each key combination. I learned more than CUBEFUNCTION information from your video. Thank you. I am a subscriber!

@tkralik 10 ай бұрын

This is next level mate. Great job. Thx

@auberge7 Жыл бұрын

Good job bro from Ghana ;) Keep pushing...... Thanks for the sharing God beless you

@ramarisonandry8571 Жыл бұрын

Simple, clear and easy explanations; awesome tutorial. Thank you from Madagascar

@rchsuccesspartnersllc155 7 ай бұрын

Really great!- Thank you

@shrishailnaik1403 Жыл бұрын

Excellent one!

@SpeedyZX10 Жыл бұрын

Love this dashboard, thank you for the step by step guide

@hasa9503 Жыл бұрын

Amazing Tutorial. Do more please!

@lukev730 Жыл бұрын

Amazing Tutorial Thank you

@chinyereukpabi9157 Жыл бұрын

This is really awesome, I'm actually working on budget control. Believe this will be very helpful for me. Thank you for sharing.

@melisaavedra2830 2 жыл бұрын

Really useful!!! thanks for sharing !

@anthonyannan451 2 жыл бұрын

This is awesome. Keep up the good job Ben

@rchsuccesspartnersllc155 2 жыл бұрын

Excellent work!

@KuroNeko-mm6md 2 жыл бұрын

Awesome,, thank you for sharing with us

@ritchieritchie1635 2 жыл бұрын

Great Session and thank you for sharing

@jazzista1967 2 жыл бұрын

Great session. I will take some of your ideas and apply it to a dashboard that I need to design which will include Actuals, Budget and Forecast ( Field Estimates ). Thanks for sharing . I still believe cube formulas are very powerful however people don't used them much

@narasimhaprasad847 2 жыл бұрын

Excellent, than you for sharing

@piero141980 2 жыл бұрын

Great dashboard, thanks for sharing 👍

@piero141980 2 жыл бұрын

I have a question though..what if I want to add slicers after I insert the cube function? Can I still do that or do I need to start the process a new ?

@obboat Жыл бұрын

@@piero141980 You can insert a new slicer from the data model and update your cube formulas with the slicer name.

@thurayahejazi5983 Жыл бұрын

Thank you for sharing this! so helpful:)

@markp8600 Жыл бұрын

Fantastic webinar on Cube Functions. You referenced providing the "dynamic M language for the date table." I was unable the references. Can you please provide the M Language to create a "dynamic date table?" It would be very helpful and appreciated. Thank you for sharing your Excel knowledge with the global community!

@FinexSkillsHub Жыл бұрын

Here you go Mark: = {Number.From(List.Min(Table[Start Date Column]))..Number.From(List.Max(Table[End Date Column]))}

@markp8600 Жыл бұрын

@@FinexSkillsHub Thank you so much for providing this dynamic M formula. I enjoy watching and learning on your KZfaq channel. Love the music & vibe 🎶🎶

@FinexSkillsHub Жыл бұрын

@@markp8600 Welcome Mark

@user-pj3wv6uh3t 10 ай бұрын

Dear Obeng, This is so much helpful! I tried creating the same but I hit a roadblock. I added an additional slicer, say a sub-Department. When I converted the table to formulas, the link between Department and sub-Department was lost. How can I correct this?

@FinexSkillsHub 10 ай бұрын

You may need to add the name of the new slicer in the CUBEVALUE formula so that it can slice those values. New slicers can be added as an extra expression in existing formulas.

@sujeewasampath5695 Жыл бұрын

I have problem, after clicking quarry it takes huge amount of time and then its close automatically

@faustinaparagoso5298 Жыл бұрын

This is really a great video and very useful. But if there is any update on both actual and budget sheet do this automatically updated everything including the power query thing? Thank you so much for sharing this😊

@obboat Жыл бұрын

Yes Faustina. The dashboard will be updated when you refresh

@chinyereukpabi9157 Жыл бұрын

Please how do I update the data model every month? Kindly share.

@peace-is-happy7046 9 ай бұрын

Are you still on KZfaq, I have a question?

@luengovender5383 Жыл бұрын

Great session and thank you so much. Once the dashboard is created, can I go back to actual and budget data and add more rows of data? Will it automatically update on the dashboard?

@FinexSkillsHub 11 ай бұрын

Yes. Works well if the data is stored in a table in Excel. You can add on data from there and refresh

@nurulislamnurulislam2660 2 жыл бұрын

Love 💖💖

@ismaelkourouma5558 2 жыл бұрын

Hi Bernard Is there any reason to create the dimension tables called Scenario, Department and Accounts in the data model? As all these information are in the two fact tables, when you append them it seems always possible to use the slicers when you make the pivot tables. Is that correct? Thank you

@obboat Жыл бұрын

We do that (normalize the data) to reduce the amount of data that is unnecessarily repeated in the datasets.(i.e. data redundancy). It improves the performance of your model.