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]

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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]

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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!

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.

December 2024

A Year in Review - December 2024

Find out what content was popular in the Fabric community during 2024.