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Thrimph's avatar
Thrimph
Regular Visitor
2 years ago
Solved

Amount spend per project until today

Hello

 

Sorry for my dumb question but I'm struggling with this point.

 

I have the following table where I have the cost per mont of my some project

 

Projet01-02-2401-03-2401-04-2401-05-2401-06-2401-07-2401-08-2401-09-2401-10-2401-11-2401-12-24
1    100.00100.00100.00100.00100.00100.00100.00
22000.001000.002000.002000.002000.002000.002000.002000.002000.002000.002000.00
33000.003000.003000.003000.003000.003000.003000.003000.003000.003000.003000.00
44000.004000.004000.004000.004000.004000.004000.004000.004000.004000.004000.00

 

I would like via PowerBI to have the total budget spend per project until today.

 

On PowerBi, I have unpivoted the table, so I now have in PowerBI :

Column 1 ==> All Project ID

Column 2 ==> All Months

Column 3 ==> Cost relative to the project and the month

 

I tries du create a new column with the formula :

Column = CALCULATE(SUM('Raw Data'[Cost]),'Raw Data'[Month]<today())
But it did not work all the time
 
For Project 3, I have correct value of 12000
ProjetMonthCostColumn
32024-02300012000
32024-03300012000
32024-04300012000
32024-05300012000
32024-06300012000
32024-07300012000
32024-08300012000
32024-09300012000
32024-10300012000
32024-11300012000
32024-12300012000

 

But for Column 2, I have a different value for the month of March, where the amount spend that month differs from the others

 

ProjetMonthCostColumn
22024-0220006000
22024-0310001000
22024-0420006000
22024-0520006000
22024-0620006000
22024-0720006000
22024-0820006000
22024-0920006000
22024-1020006000
22024-1120006000
22024-1220006000

 

Can you please tell me what I am missing?

 

Thanks for your help

 
 
 
  • Hi Thrimph,

    I've been trying to replicate your issue and I solve it using this measure:

    VAR CurrentProject = 'Raw Data'[Projet]
    RETURN
        CALCULATE(
            SUM('Raw Data'[Cost]),
            FILTER(
                ALL('Raw Data'),
                'Raw Data'[Projet] = CurrentProject &&
                'Raw Data'[Month] <= TODAY()
            )
        )

    The final result was this:

     

2 Replies

  • _AAndrade's avatar
    _AAndrade
    Icon for Resident Rockstar rankResident Rockstar

    Hi Thrimph,

    I've been trying to replicate your issue and I solve it using this measure:

    VAR CurrentProject = 'Raw Data'[Projet]
    RETURN
        CALCULATE(
            SUM('Raw Data'[Cost]),
            FILTER(
                ALL('Raw Data'),
                'Raw Data'[Projet] = CurrentProject &&
                'Raw Data'[Month] <= TODAY()
            )
        )

    The final result was this:

     

  • Thrimph , You need to unpivot the data shown in table 1. Then you will get date and value(after rename)

     

    And then you can have measure like

    CALCULATE(SUM('Raw Data'[Cost]),'Raw Data'[Month]<today())

     

    of with help from date table joined with date you can build cumulative totals

     

    Example, use your table and columns

    Cumm Sales = CALCULATE(SUM('Raw Data'[Cost]),filter(all('Date'),'Date'[date] <=max('Date'[date])))

    Cumm Sales = CALCULATE(SUM('Raw Data'[Cost]),filter(allselected(date),date[date] <=max(date[Date])))

    Cumm Based on Date = CALCULATE(SUM('Raw Data'[Cost]),, Window(1,ABS,0,REL, ALL('date'[date]),ORDERBY('Date'[date],ASC)))

    Cumm Based on Date = CALCULATE(SUM('Raw Data'[Cost]),, Window(1,ABS,0,REL, ALLSELECTED('date'[date]),ORDERBY('Date'[date],ASC)))

     

    Running Total/ Cumulative:
    https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=42

     

    Continue to explore Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc
    https://medium.com/@amitchandak/power-bi-window-function-3d98a5b0e07f