topic Re: Formula Help!! in DAX Commands and Tips

Formula Help!!

ChloeDL — Sat, 20 Aug 2022 03:57:53 GMT

Basically, we have this huge dataset with individual line items for every transaction which includes prj info, budget, fiscal year etc. First, we need a formula to get the cumulative spent by budget by year. Second we need a formula that will subtract the actuals from given total budget amount again by budget and fiscal. Thing is the dataset doesn’t have budget amounts. It has what was allocated and what was spent where we need to show when the “bucket” will run out of money. Here's an example of what we're trying to accoplish.

	2018-2019			2019-2020			2020-2021
	Actuals	Cumul.	Left	Actual	Cumul.	Left	Actual	Cumul.	Left
B2018	6		10-6=4	6	12	10-12=-(2)	6	18	10-18=-(8)
X	1		10-1=9	1	1	10-2=8	1	3	10-3=7
Y	2		10-2=8	2	4	10-4=6	2	6	10-6=4
Z	3		10-3=7	3	6	10-6=4	3	9	10-9=1
B2021	6		20-6=14	6	12	20-12=8	6	18	20-18=2
X	1		20-1=19	1	2	20-2=18	1	3	20-3=17
Y	2		20-2=18	2	4	20-4=16	2	6	20-6=14
Z	3		20-3=17	3	6	20-6=14	3	9	20-9=11

Re: Formula Help!!

daXtreme — Sat, 20 Aug 2022 08:37:49 GMT

Hi ChloeDL

It's good you show what you want to accomplish, we appreciate that... but where the piece where you show your data and model?

Re: Formula Help!!

ChloeDL — Sat, 20 Aug 2022 12:06:43 GMT

Thanks for your response. Unfortunately, I work for GCC and cannot give you a screnshot of the data but I'm hoping this helps. Here's the formula we currently use for the cumulative spend. Which works well but doesn't seperate by "bucket of money". We're using the matrix visuals to show each projects within each budget "bucket" and fiscal years either as columns or as a slicer.

Cumulative spent = CALCULATE(SUM(Append1[Actual Expenditures]),ALL('Append1'),Append1[FiscalYear] <= MAX('Append1'[FiscalYear]))

Here's a screnshot of the relationships made, all of our data is within the Append1 table.

Here's a copy of our data columns, highlighted are the "used" columns for this requirement.

Re: Formula Help!!

daXtreme — Sat, 20 Aug 2022 13:19:16 GMT

Hi there.

ChloeDL wrote:

Basically, we have this huge dataset with individual line items for every transaction which includes prj info, budget, fiscal year etc. First, we need a formula to get the cumulative spent by budget by year. Second we need a formula that will subtract the actuals from given total budget amount again by budget and fiscal. Thing is the dataset doesn’t have budget amounts.

I don't quite get this. In one sentence you say there's budget in the table, in another you say you don't have the budget amounts... Not sure if I can help here 😞

Re: Formula Help!!

ChloeDL — Sat, 20 Aug 2022 13:36:50 GMT

Sorry for not being clear. The budget colum shows the bucket from which each actuals is coming out of (b2018 or b2021). I've tested things and added the TBBudget column which shows the total budget amount but I need it to subtract each actuals

Currently it shows

Budget	Actuals	TBBudget
B2018	$10	$100
B2018	$20	$100
B2018	$30	$100
B2021	$40	$200
B2021	$50	$200

Where we need it to show

Budget	Actuals	TBBudget
B2018	10	100-10=90
B2018	20	100-30=70
B2018	30	100-60=40
B2021	40	200-40=160
B2021	50	200-90=110

Re: Formula Help!!

Anonymous — Tue, 23 Aug 2022 08:19:28 GMT

Hi , ChloeDL

Is this result you want to achieve?

you just need to create two new columns:

sum = CALCULATE(SUM('Table'[actuals]),FILTER(ALL('Table'),'Table'[actuals]<=EARLIER('Table'[actuals])))

value = 'Table'[TBbudget]-'Table'[sum]

This is my testing PBIX file.

Best regards,

Community Support Team Selina zhu

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