May 2026
Beginner to intermediate
350 pages
8h 29m
English
book
Financial Modeling and Reporting with Microsoft Power BI
by Andy Clark, Tom Gough, Shailan Chudasama
Content preview from Financial Modeling and Reporting with Microsoft Power BI
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7
Incorporating Budgets and Targets
In the previous chapter, we worked through some of the most important functions you'll use within Power Query to help reduce and shape your data. In this chapter, we'll move back to a topic more focused on finance, which is how to incorporate your budget data into your financial model.
Incorporating budgets is an important part of financial modeling as it provides the basis to measure performance and track and analyze differences between budget and actuals. In this chapter, we'll cover the following topics:
- What you need to join your budget data to your financial model
- How to join the budget table to the financial model
- Writing measures to calculate the differences between budgets and actuals
- Choosing the ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.