Item Budgets and GL Budgets (Bevica Power BI)

Use item and G/L budgets in Power BI, including single-budget selection rules.

Item Budgets and GL Budgets (Bevica Power BI)

Overview

Item Budgets pull data from the Item Budgets in Bevica and are linked in the core dataset. Typically these will be linked to a Customer, Vendor, Item or by Dimensions. For the purposes of Power BI we look at sales type budgets.

General Ledger Budgets are linked to the GL accounts and are only in the finance dataset.

Sales

For Sales Budgets the following measures are available:

• Budget Sales
• Budget Cost
• Budget Margin
• Budget Quantity (this is in base)
• Sales vs. Budget / % (monetary and percent)
• Sales Margin vs. Budget / % (monetary and percent)
• As above but appended '(All Budgets)' - see below
• As above (All Budgets) but appended 'ACY' - for additional reporting currency

Multiple Budgets

You can create multiple budgets for each type of budget. For example, you might have an initial budget for the current financial year and then several re-forecast budgets. To ensure that users do not aggregate up multiple budgets when comparing the standard measures enforce a single budget selection from the budget name. Users will be shown Select One Budget if this has not been done. This also applies to totalling.

Where you might have multiple budgets which you want to aggregate, for example where you have multiple companies, then the All Budgets measures can be used which do not enforce this selection. Users must be careful to ensure that they filter the budgets appropriately when using these.

As an example:

• FY23 budget for sales is £100,000
• FY23-1 budget for sales is £110,000 (this is a re-forecast)
• FY23-2 budget for sales is £120,000 (another re-forecast)

Sales are £105,000

If the user compares sales vs. budget without selecting an individual budget then it would be:

• Sales £105k
• Budget Sales £330k
• Sales vs. Budget -£225k

The standard measures would show Select One Budget to highlight to the user this discrepancy. The All Budgets would not, so the users would need to filter/select only the appropriate budgets.