Hi ,

How are you doing?

In this week's video, I walk through how to build an Actual vs Rolling Budget setup in Power BI, where part of the year shows actuals and the remaining months automatically switch to budget.

I’ve broken the whole thing into four clear stages so you can follow the logic without getting lost -

1. Understand the model (and the small tweak needed so the slicer doesn’t mess up the matrix)
   
2. Write the core DAX to return actuals only up to the selected month
   
3. Combine actuals + budget cleanly so the switch happens automatically
   
4. Make it easy to read with simple conditional formatting so it’s obvious where actuals stop and budgets begin.

By the end, you’ll be able to build rolling actual vs budget reports that update smoothly as the month changes and still stay readable for the end user.



LIVE Power BI Foundations Workshop

This is a 60–90 minute live, hands-on workshop for people who already know the basics of Power BI but want to move beyond visuals.

In this session I'll talk about - 

• The right way to learn Power BI beyond visuals
• The kind of real problems companies actually pay for 
• Examples from real consulting projects we’ve solved 
• What level of data modeling, DAX, and Power BI thinking is needed to reach that stage

If you’re ready to step past the basics and start thinking like someone who builds Power BI solutions for real businesses, this session will be worth your time.

You can register for the workshop here.



A faster way to format visuals in PBI

Instead of clicking through menus to format visuals, you can use On-Object Interaction. Just click the visual and edit it right there. No digging around. No side panels. It feels much more natural.

Enable it from: File → Options → Preview features → On-Object Interaction. 
Once you get used to this, the old way feels slow.



A Calendar View Built in Excel (Yes, Excel)

I needed a clearer way to track date-based work, not another long list.
So I built this calendar-style dashboard in Excel.

Pick a month, see all tasks laid out by day, spot empty dates instantly, and track spend and activity on the side. Designed to make date-based tasks and spending easy to track.

Here is the full walkthrough.

While returning from Abu Dhabi last week, I wrapped this Memoire from Trevor Noah. His book is just as hilarious and entertaining as Trevor is on the stage.

Airports and flights are the best places to get work done. In the past, some of the hardest problems that I couldn't solve for weeks, I have torn them apart in a 2-hour flight. There is something serene about no internet and a cup of great coffee.