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Anonymous's avatar
Anonymous
Not applicable
6 years ago

Budget Cost Table

Hi everyone,
A new Power BI user around here .... i would like to make a question about how to make a budget table wich specific months.
Every month I receive an excel file with a Cost budget FY that is split in 12 months, where month by month the YTG budget planning is changing. For example... in the Budget of March, July is different of the July of the Budget of April.

So, how can i carry out a DAX that allows me to bring into a table  the spend planned in January, from the January Budget, the spend of February, from the february Budget, and so on?

 

Thanks in advance?

3 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion
    6 years ago

    Well wouldn't the latest version of the budget also have previous months in it?

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Yes,  though the latest versión of the budget comes with the actuals for the ytd., not whit the forecast of the previous months of each month.

  • mahoneypat's avatar
    mahoneypat
    Icon for Microsoft Employee rankMicrosoft Employee
    6 years ago

    Sounds like you have two date columns (Month Budgeted and Month of the Budget).  Assuming you have a Date table, you could have two relationships, one to each of these columns.  One would be inactive, but you could write measures with USERELATIONSHIP() to activate it.  In the same DAX expression you could then calculate the amount in one column as a function one or more of the values of the other, and visualize it all.

     

    If this works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

    Regards,

    Pat