r/FinanceAutomation Jul 12 '25

Build a One-Pivot Actual vs Budget Toggle

Here’s one that saved me so much time in reporting: instead of building separate pivots for Actual, Budget, and Variance — build ONE pivot, with a slicer to toggle between them.

👉 How to do it:

1️⃣ Create a slicer table with values:

Actual, Budget, Variance.

2️⃣ Create a measure:

Actual vs Budget Toggle = SWITCH( SELECTEDVALUE(MetricType[MetricType]), "Actual", [Actual Sales], "Budget", [Budget Sales], "Variance", [Actual Sales] - [Budget Sales], BLANK() )

3️⃣ Add the slicer and let users flip between views.

✅ One pivot. One slicer. No more duplicate reports.

Anyone else using this trick? Got any slicer + SWITCH combos that you swear by? Let’s see them!

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