EDIT 2020-12-14: if you are looking for the perfect mathematical formula and the DAX necessary to implement PVM, please go the latest post/video in this series - DAX for Perfect Price Volume Mix (PVM) Calculation (Power BI Tutorial) Edit: I recommend that you watch this video first as I cover the important theory in detail and … Continue reading Part I – The Definitive Guide to Price Volume Mix Calculation (PVM) in Power BI – Theory
Category: Finance
Power BI & DAX Tutorial: Waterfall charts with beginning and end states in 5 minutes
Previously, I talked about what a pain in the neck waterfall charts are in Power BI. I also recorded a video about it here. However, the video can be hard to follow, therefore, I have now recorded a tutorial. You can download the desktop file with all the calculations here: https://bit.ly/2BcVkD5
Power BI & DAX Tutorial: How to Implement Allocations
If you are in FP&A and trying to understand profitability of your products/business units, you have had to face a challenge of allocating certain corporate/HQ expenses. In this tutorial I go over the steps of implementing allocations in Power BI: Desktop file location: https://bit.ly/3dOUTNV The calculations below are used in the tutorial: Rent = CALCULATE ( SUM ( GL[Amount] ), KEEPFILTERS ( GL[Account] = "Rent" ) ) Amount with Allocation = … Continue reading Power BI & DAX Tutorial: How to Implement Allocations
Price Volume Mix (PVM) for Gross Margin Variance Analysis
I have covered Price Volume Mix (PVM) analysis for Revenue Variance in the earlier article. I recommend that you take a look at it first because PVM for Revenue variance analysis is much easier to understand as there are fewer moving parts to think about in the calculations. Assuming that you are now well versed … Continue reading Price Volume Mix (PVM) for Gross Margin Variance Analysis
Price Volume Mix (PVM) for Revenue Variance Analysis
EDIT 2021-01-12: the latest post and a video on how to calculate a perfect PVM is available here: DAX for the Perfect Price Volume Mix (PVM) Calculation (Power BI Tutorial) EDIT: the most recent post about this topic (and a video) can be found here: https://businessintelligist.com/2020/11/20/the-definitive-guide-to-price-volume-mix-calculation-pvm-in-power-bi-theory/ The first time I covered PVM for Revenue analysis, … Continue reading Price Volume Mix (PVM) for Revenue Variance Analysis
Price Volume Mix Analysis Using Power BI
EDIT 2020-12-14: the final installment of the three part series on PVM with DAX formulas and the latest video can be found here: https://businessintelligist.com/2020/12/11/dax-for-perfect-price-volume-mix-pvm-calculation-power-bi-tutorial/ EDIT 2020-11-20: the most recent post about this topic, including a video, can be found here:https://businessintelligist.com/2020/11/20/the-definitive-guide-to-price-volume-mix-calculation-pvm-in-power-bi-theory/ EDIT: 202-04-24: I have made some additions to the original post, please see the theory … Continue reading Price Volume Mix Analysis Using Power BI
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