Forum Discussion
Calculate MTD Values from two disconnected Tables.
Hi DeepakSharma_01 ,
In the solution I originally provided, there was no relationship between the date table and the budget table.
To reproduce your problem I created a relationship between the two tables.
The relationship between two tables can be ignored by using the REMOVEFILTERS function.
The modified syntax is as follows:
M_BUDGET_MTD_SALES_Test = VAR CurrentDate = MAX(DIM_DATE[DATE]) VAR Month_start = DATE(YEAR(CurrentDate), MONTH(CurrentDate), 1) VAR Month_end = EOMONTH(CurrentDate, 0) VAR TotalMonthBudget = CALCULATE( SUM(BUDGET_FORECAST[BUDGET]), REMOVEFILTERS(DIM_DATE), BUDGET_FORECAST[MONTH] = EOMONTH(CurrentDate, 0) ) RETURN IF( CurrentDate >= Month_start && CurrentDate <= Month_end, TotalMonthBudget, BLANK() )The final page visualization is shown below:
If it hasn't been resolved, please provide a Power BI Desktop file in progress (with sensitive information removed) that fully covers your issue or question in a usable format (not a screenshot). You can upload the PBIX file to a cloud storage service such as OneDrive, Google Drive (set up public access), SharePoint, or a Github repository, and then share the URL of the file.
The pbix file is attached.
If you have any other questions please feel free to contact me.
Best Regards,
Yang
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
Hi DeepakSharma_01 ,
Your solution is great, BeaBF . It worked like a charm! Here I have another idea in mind, and I would like to share it for reference.
Your requirement is to calculate the budgeted values assigned on a monthly basis (MTD) and assign the same values for each day in the date table, right?
Here is my test data:
|
MONTH |
BUDGET |
|
2025-01-31 |
3000 |
|
2025-02-28 |
2000 |
|
2025-03-31 |
1000 |
|
2025-04-30 |
5000 |
I created a date table:
Modify your measure as follows.
M_BUDGET_MTD_SALES_Test =
VAR CurrentDate = MAX(DIM_DATE[DATE])
VAR Month_start = DATE(YEAR(CurrentDate), MONTH(CurrentDate), 1)
VAR Month_end = EOMONTH(CurrentDate, 0)
VAR TotalMonthBudget =
CALCULATE(
SUM(BUDGET_FORECAST[BUDGET]),
FILTER(
BUDGET_FORECAST,
BUDGET_FORECAST[MONTH] = EOMONTH(CurrentDate, 0)
)
)
RETURN
IF(
CurrentDate >= Month_start && CurrentDate <= Month_end,
TotalMonthBudget,
BLANK()
)
The final page visualization is shown below:
The pbix file is attached.
If you have any other questions please feel free to contact me.
Best Regards,
Yang
Community Support Team
If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
Hi Anonymous & BeaBF ,
I tried solution of yours but getting random values in cell but total is correct, It is happing because of having indirect relationship between date table & budget table. Is there any way to temporarily ignore existing relationship.
Hi DeepakSharma_01 ,
In the solution I originally provided, there was no relationship between the date table and the budget table.
To reproduce your problem I created a relationship between the two tables.
The relationship between two tables can be ignored by using the REMOVEFILTERS function.
The modified syntax is as follows:
M_BUDGET_MTD_SALES_Test = VAR CurrentDate = MAX(DIM_DATE[DATE]) VAR Month_start = DATE(YEAR(CurrentDate), MONTH(CurrentDate), 1) VAR Month_end = EOMONTH(CurrentDate, 0) VAR TotalMonthBudget = CALCULATE( SUM(BUDGET_FORECAST[BUDGET]), REMOVEFILTERS(DIM_DATE), BUDGET_FORECAST[MONTH] = EOMONTH(CurrentDate, 0) ) RETURN IF( CurrentDate >= Month_start && CurrentDate <= Month_end, TotalMonthBudget, BLANK() )The final page visualization is shown below:
If it hasn't been resolved, please provide a Power BI Desktop file in progress (with sensitive information removed) that fully covers your issue or question in a usable format (not a screenshot). You can upload the PBIX file to a cloud storage service such as OneDrive, Google Drive (set up public access), SharePoint, or a Github repository, and then share the URL of the file.
The pbix file is attached.
If you have any other questions please feel free to contact me.
Best Regards,
Yang
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!It worked, Thank You Anonymous and BeaBF