Power BI Ultimate Variance Chart

This Chart is perfect to compare and visualize variances in Finance (Actual vs Budget, Forecast…) The Power BI Ultimate Variance Chart Custom Visual has basically 3 Chart Types included. The base visual shows a value, reference value and the deviation of those. Two bars or Columns which are representing value & reference value are overlapped displayed or an in-bar chart style can be selected as well. You can add to this base Chart an 'Absolute Variance' and/or a “Percent/Lollipop Chart”. In Bar Chart Style is a available as well. In vertical Orientation there is a drill down Table as well. Last but not least we support small multiples as well.

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This example uses a Time Series and that's why we choose vertical X-Axis for that purpose. First select a Category, for example Month for a Time Series. Then the Actual Value, for example January until September and the Forecast Value until Year end. Last but not least the Budget Value. You can now see 3 Charts, the Base Chart, with Actuals as black Columns and the Budget as white columns. The last 3 columns are showing the Forecast, as hatched columns instead of the missing Actuals for this period. The Second Chart, above the base chart, is the Absolut Variance from Actual to Budget Value. The third chart, on the top of the Visual, contains the Variance in Percent, shown as a lollipop chart. If you click on the Axis Title, the chart will be sorted by Variance. Ascending, Descending or no sort. If you want to sort by Category, you use the standard Power B I sort option. You can find this sorting option by clicking on the 3 dots, on the top right corner of the visual. In the Visuals Settings you will find the menu Chart Render. You can change here how much charts should be visible. You can then, by clicking on the big arrows, change to a different chart type. The base Chart can be changed to the In-Bar Style, or just display a single Lollipop or absolute Variance chart.

Profit and loss, Power BI Table, IBCS, Finance, Forecast, Variance. How to make an income statement in Power BI. Create a new Chart and change the Setting of the Orientation to Vertical. Fill the Fields for Actual, Budget and last Year Values. Fill the Category with and profit and loss Hierarchy. Disable the last Year Value Line. Change the Base Chart Type to display only Actual and Budget and no Variance anymore. Sort the Chart by Variance by click on the small arrow and circle Icons. Or sort the Category by using the Standard Power B I functionality. Change the Space Usage of the Chart to be fixed, useful once you expand the Hierarchy. Enable the drill down by Category Levels, by clicking for each Level once on the Hierarchy Symbol. You can control how many Levels are enabled for drill down with the navigation toggles. You can either expand a full level with the big plus and minus Symbols on the right top. Or drill down a single node by clicking on the small plus and minus symbols. Enable Table Values to display the Chart Values in a Table as well. Actual, Budget and Last Year and its Variances. You can change the Header Shape in Case you need it. Choose from line, Rectangle or hatched and format it according to your needs. Add additional Columns to the Table which are not part of the chart. You can format it in the table header value setting. Enable or disable Columns in the Table by the settings in the Table Settings menu. You can control all Values used in the Chart here. In the Table Header Settings, you can change the Labels of the Variance Columns calculated by the Visual. In the Table Header Value Settings, you can change the Header Shape for additional Columns. Change Chart Types by clicking in the big arrows. Disable Navigation Toggles once you finished the design Mark Columns with right mouse click as bold Certified and available in Microsoft AppSource and on Request at: Email: license@dataviz.boutique https://dataviz.boutique https://datadriven.pro/