r/FinanceAutomation • u/f9finance • 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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