Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Don't miss out! 2025 Microsoft Fabric Community Conference, March 31 - April 2, Las Vegas, Nevada. Use code MSCUST for a $150 discount. Prices go up February 11th. Register now.

Reply
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.

 

MonthMonthly useRemaining budget
January050 000
February16 00034 000
March5 00029 000

 

Thank you in advance! 🙂

 

Julia

2 ACCEPTED SOLUTIONS
amitchandak
Super User
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]

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Please check the below picture and the sample pbix file's link down below.

 

Picture4.png

 

Remaining Budget =
VAR budgetamount = 50000
VAR monthlyusecumulate =
SUMX (
FILTER ( ALL ( 'Table' ), 'Table'[Month No] <= MAX ( 'Table'[Month No] ) ),
'Table'[Monthly use]
)
RETURN
budgetamount - monthlyusecumulate

 

https://www.dropbox.com/s/5mg5c2a7nsr8k9a/julkku.pbix?dl=0 

 

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.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

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

 

Julia

Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Please check the below picture and the sample pbix file's link down below.

 

Picture4.png

 

Remaining Budget =
VAR budgetamount = 50000
VAR monthlyusecumulate =
SUMX (
FILTER ( ALL ( 'Table' ), 'Table'[Month No] <= MAX ( 'Table'[Month No] ) ),
'Table'[Monthly use]
)
RETURN
budgetamount - monthlyusecumulate

 

https://www.dropbox.com/s/5mg5c2a7nsr8k9a/julkku.pbix?dl=0 

 

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.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

amitchandak
Super User
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]

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Prices go up Feb. 11th.

Jan25PBI_Carousel

Power BI Monthly Update - January 2025

Check out the January 2025 Power BI update to learn about new features in Reporting, Modeling, and Data Connectivity.

Jan NL Carousel

Fabric Community Update - January 2025

Find out what's new and trending in the Fabric community.