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Anonymous
Not applicable

## 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

Julia

2 ACCEPTED SOLUTIONS
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]

Super User

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 - monthlyusecumulate

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.

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.

3 REPLIES 3
Anonymous
Not applicable

Great thanks @Jihwan_Kim & @amitchandak . Both solutions fulfilled my needs 🙂

Julia

Super User

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 - monthlyusecumulate

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.

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.

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]

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