Forum Discussion
Calculating remaining budget per month
Hi,
Does anyone have an idea how to calculate remaining budget as in the case below? I have data for monthly use and the overall budget.
| Month | Monthly use | Remaining budget |
| January | 0 | 50 000 |
| February | 16 000 | 34 000 |
| March | 5 000 | 29 000 |
Thank you in advance! 🙂
Julia
Anonymous , Where is overall budget in table or it static number?
If you have date you can create cummulative sum and subract from budget
example
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))
Target Amt= sumx(allselected(Target),Target [Target])
remaining = [Target Amt] -[Cumm Sales]
Hi, Anonymous
Please check the below picture and the sample pbix file's link down below.
Remaining Budget =
VAR budgetamount = 50000
VAR monthlyusecumulate =
SUMX (
FILTER ( ALL ( 'Table' ), 'Table'[Month No] <= MAX ( 'Table'[Month No] ) ),
'Table'[Monthly use]
)
RETURN
budgetamount - monthlyusecumulatehttps://www.dropbox.com/s/5mg5c2a7nsr8k9a/julkku.pbix?dl=0
Hi, My name is Jihwan Kim.
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3 Replies
- amitchandak
Super User
Anonymous , Where is overall budget in table or it static number?
If you have date you can create cummulative sum and subract from budget
example
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))
Target Amt= sumx(allselected(Target),Target [Target])
remaining = [Target Amt] -[Cumm Sales]
- Jihwan_Kim
Hi, Anonymous
Please check the below picture and the sample pbix file's link down below.
Remaining Budget =
VAR budgetamount = 50000
VAR monthlyusecumulate =
SUMX (
FILTER ( ALL ( 'Table' ), 'Table'[Month No] <= MAX ( 'Table'[Month No] ) ),
'Table'[Monthly use]
)
RETURN
budgetamount - monthlyusecumulatehttps://www.dropbox.com/s/5mg5c2a7nsr8k9a/julkku.pbix?dl=0
Hi, My name is Jihwan Kim.
If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.
Linkedin: linkedin.com/in/jihwankim1975/
Twitter: twitter.com/Jihwan_JHKIM