Actual vs budget Power BI content

This topic describes the Actual vs budget Microsoft Power BI content. It explains how to access the Power BI reports, and provides information about the data model and entities that were used to build the content.

Overview

The Actual vs budget Power BI content was created for individuals who are responsible for monitoring actual versus budget performance in their organization. The Actual vs budget Power BI content provides visibility into your budget variances. You can analyze budget for the current year by account category, budget code, main account, main account descriptions, or fiscal period to get a better understanding of the cause of any variances.

Accessing the Power BI content

If you're using Microsoft Dynamics 365 for Finance and Operations, Enterprise edition July 2017 update, reports from the Actual vs budget Power BI content are shown in the Ledger budget and forecasts and CFO workspaces.

Reports that are included in the Power BI content

The following table provides details about the metrics that are found on each report page in the Actual vs budget Power BI content.

Report Metrics
Expenses - Actual vs budget
  • Total expenses this year
  • Budget total expenses this year
Revenue - Actual vs budget
  • Total revenue this year
  • Budget total revenue this year
    Expense
    • Total expenses this year
    • Goal for expenses based on budget
      Revenue
      • Total revenue this year
      • Goal for revenue based on budget
        Net income
        • Net income this year
        • Goal for net income based on budget

          Extending the Power BI content

          By using the content packs that are available in Microsoft Dynamics Lifecycle Services (LCS), you can provide great analytics to people who don't sign in to Microsoft Dynamics 365. You can modify these content packs so that they include other reports or visuals, and then publish the content packs to your Power BI.com tenant for analysis.

          You can find the Actual vs budget Power BI content in the Shared assets library in LCS. For more information about how to download the content and implement it in your organization, see Power BI content in LCS from Microsoft and your partners. To watch a demo that shows how to implement the Power BI content, see the Power BI content from Microsoft and your partners in Dynamics Lifecycle Services Office Mix.

          Understanding the data model and entities

          Entity Contents
          General Ledger Activities Transaction amounts for the general ledger
          Budget Activities Transaction amounts for the budget register
          Main Accounts Main accounts to filter reports by
          Fiscal Calendars Fiscal calendars to filter reports by
          Ledgers Ledgers that can be used to filter the report to the current ledger
          Budget Codes Budget codes to filter reports by
          Legal Entities Legal entities that can be used to filter the report to the current legal entity