Context A global agency (an ex-coaching client) goes through a yearly budgeting process, where it evaluates the costs incurred by various departments and uses that information to forecast expenses. Objectives Likes to improve its budgeting and forecasts based on the actual costs incurred. Strategies 1. Load & combine data from multiple Excel & .csv files into Power BI, removing any unnecessary columns 2. Establish relationships between tables to connect data from the ‘Dimension’ Table to the ‘Forecast’ and ‘Budget’ Tables 3. Create a ‘Calendar’ Table using DAX, add it to the data model, & establish relationships with other tables 4. Visualise the budget by region using a chart Create a line graph to compare monthly budget & forecast 5. Analyse budget distribution by business area using a pie chart 6. Create linked stacked column charts to visualise budget breakdown by cost element group and IT area Author: Anthony Mok Date: 18 Nov 2023 Email: xxiaohao@yahoo.com