QS Masters, I need some support with a problem that I have encountered.
I have a problem creating a data panel with QS. For me, it is a problem because it is the first time I will need to create this type of visual and fields with sums and subtractions, but for some it may be something common, so I will try to explain.
I need to create a panel with values of sums from a table, this sum is the total of amounts requested as a budget for expenses in 2025.
The data is in a dataset, and this first table contains the predicted values associated with the year 2025 and categories A, B and C.
In another dataset, there is a table with records of amounts spent in 2025 for categories A, B and C, and there may be more than one record for each category.
I need to create a panel containing a visual (KPI for example) showing the total predicted values for each category and a visual with the predicted total minus the amounts already spent (second dataset).
Can anyone give me a tip, suggest study material, or give me guidance on how to set up this analysis?
I added a spreadsheet with two tabs simulating the two sets of data.
Thanks in advance.
(Translated with Google… =D)
ID | Ano orçamento | Categoria | Valor |
---|---|---|---|
12024 | 2024 | A | R$ 50.000,00 |
22024 | 2024 | B | R$ 40.000,00 |
12025 | 2025 | A | R$ 70.000,00 |
22025 | 2025 | B | R$ 55.000,00 |
32025 | 2025 | C | R$ 25.000,00 |
ID | Ano orçamento | Valor | Categoria | Descrição |
---|---|---|---|---|
12025 | 2025 | R$ 1.500,00 | C | GASTOS RECORRENTES_12025-C |
22025 | 2025 | R$ 500,00 | B | GASTOS RECORRENTES_22025-B |
32025 | 2025 | R$ 500,00 | B | GASTOS RECORRENTES_32025-B |
42025 | 2025 | R$ 250,00 | B | GASTOS RECORRENTES_42025-B |
62025 | 2025 | R$ 100,00 | A | GASTOS RECORRENTES_62025-A |
72025 | 2025 | R$ 2.000,00 | C | GASTOS RECORRENTES_72025-C |
82025 | 2025 | R$ 2.500,00 | A | GASTOS RECORRENTES_82025-A |
92025 | 2025 | R$ 200,00 | A | GASTOS RECORRENTES_92025-A |
102025 | 2025 | R$ 150,00 | A | GASTOS RECORRENTES_102025-A |