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PreetiSahu321's avatar
PreetiSahu321
Icon for Helper I rankHelper I
7 years ago

Total Budgets for Next Month

Hello Power BI Community Members,   I have a Budget list which is having all the Budget Dates (Data type as Date and Time) and Budget Amount (data type as the Whole number). As per my requirement, ...
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sturlaws's avatar
sturlaws
Icon for Resident Rockstar rankResident Rockstar
7 years ago

Hi PreetiSahu321 

 

how to do that will depend on the format of your BudgetsNew[BUD_MONTH_YEAR], or any other time columns you have. If you can paste some data from you model(not screen shots), or create sample report and upload it to dropbox/onedrive/other, it will be possible to help you.

Cheers,
Sturla

If this post helps, then please consider Accepting it as the solution. Kudos are nice too.

  • sturlaws's avatar
    sturlaws
    Icon for Resident Rockstar rankResident Rockstar
    7 years ago

    Great!

    try this measure

     

    Next Month Budget2 = CALCULATE(SUM(Budgets[BUD_AMOUNT]); PARALLELPERIOD(Budgets[BUD_MONTH_YEAR];1;MONTH))

     

    hm, Budgets[BUD_MONTH_YEAR] has a timepart, some of the items is at 07:00, others at 08:00, not sure if that might cause some issues down the road. I would separate that into a date and time column(if time is at all needed).

     

    Cheers,
    Sturla 

     

    • PreetiSahu321's avatar
      PreetiSahu321
      Icon for Helper I rankHelper I
      7 years ago

      Hi sturlaws ,

       

      As I have put this measure formula, still it is not showing me the exact value. As this month is October, It should display the total value of November i.e. 25,300 as you can see in the below screenshot.

       

       

      Anything I have to do else?

      • sturlaws's avatar
        sturlaws
        Icon for Resident Rockstar rankResident Rockstar
        7 years ago

        Sorry, I thought you wanted to have budget next month in a table with month on the axis.

        If you just want the next month relative to todays date, use this formula

        Next Month Budget =
CALCULATE (
    SUM ( Budgets[BUD_AMOUNT] );
    FILTER (
        ALL ( Budgets[BudgetDate] );
        Budgets[BudgetDate]
            = DATE ( YEAR ( TODAY () ); MONTH ( TODAY () ) + 1; 1 )
    )
)

         

        But you need to separate the date part of [BUD_MONTH_YEAR], you can do this by creating a new column like this

        BudgetDate = Budgets[BUD_MONTH_YEAR].[Date]