Calculating remaining budget per month

[Anonymous]

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

Thank you in advance! 🙂

Julia

[amitchandak · Accepted solution]

@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]

[Anonymous]

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

Julia

[Jihwan_Kim · Accepted solution]

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

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

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[amitchandak · Accepted solution]

@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]