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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.

 

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]

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.


Go to My LinkedIn Page


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.


Go to My LinkedIn Page


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]

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