Forum Discussion
Combining Linear/Nonlinear Budgets
My current data assumes that every "Task" has a linear budget. Some of the tasks do not. Below is an example of the tables I'm working with. The Budget Table gives the budget linearly, regardless o...
Budget Table
| Task | Category | DateKey | Budget | Budget YTD | LinearityKey |
| 1.2 | A | 20220704 | 10 | 10 | 1.2A |
| 1.2 | A | 20220715 | 10 | 20 | 1.2A |
| 1.2 | A | 20220729 | 10 | 30 | 1.2A |
| 1.2 | A | 20220801 | 10 | 40 | 1.2A |
| 1.2 | A | 20220815 | 10 | 50 | 1.2A |
| 1.2 | A | 20220831 | 10 | 60 | 1.2A |
| 1.2 | A | 20220901 | 10 | 70 | 1.2A |
| 1.2 | A | 20220915 | 10 | 80 | 1.2A |
| 1.2 | A | 20220930 | 10 | 90 | 1.2A |
| 1.2 | D | 20220704 | 11 | 11 | 1.2D |
| 1.2 | D | 20220715 | 11 | 22 | 1.2D |
| 1.2 | D | 20220729 | 11 | 33 | 1.2D |
| 1.2 | D | 20220801 | 11 | 44 | 1.2D |
| 1.2 | D | 20220815 | 11 | 55 | 1.2D |
| 1.2 | D | 20220831 | 11 | 66 | 1.2D |
| 1.2 | D | 20220901 | 11 | 77 | 1.2D |
| 1.2 | D | 20220915 | 11 | 88 | 1.2D |
| 1.2 | D | 20220930 | 11 | 99 | 1.2D |
| 1.3.2 | B | 20220704 | 5 | 5 | 1.3.2B |
| 1.3.2 | B | 20220715 | 5 | 10 | 1.3.2B |
| 1.3.2 | B | 20220729 | 5 | 15 | 1.3.2B |
| 1.3.2 | B | 20220801 | 5 | 20 | 1.3.2B |
| 1.3.2 | B | 20220815 | 5 | 25 | 1.3.2B |
| 1.3.2 | B | 20220831 | 5 | 30 | 1.3.2B |
| 1.3.2 | B | 20220901 | 5 | 35 | 1.3.2B |
| 1.3.2 | B | 20220915 | 5 | 40 | 1.3.2B |
| 1.3.2 | B | 20220930 | 5 | 45 | 1.3.2B |
| 2.1.2 | C | 20220704 | 7 | 7 | 2.1.2C |
| 2.1.2 | C | 20220715 | 7 | 14 | 2.1.2C |
| 2.1.2 | C | 20220729 | 7 | 21 | 2.1.2C |
| 2.1.2 | C | 20220801 | 7 | 28 | 2.1.2C |
| 2.1.2 | C | 20220815 | 7 | 35 | 2.1.2C |
| 2.1.2 | C | 20220831 | 7 | 42 | 2.1.2C |
| 2.1.2 | C | 20220901 | 7 | 49 | 2.1.2C |
| 2.1.2 | C | 20220915 | 7 | 56 | 2.1.2C |
| 2.1.2 | C | 20220930 | 7 | 63 | 2.1.2C |
| 2.2.3 | A | 20220704 | 4 | 4 | 2.2.3A |
| 2.2.3 | A | 20220715 | 4 | 8 | 2.2.3A |
| 2.2.3 | A | 20220729 | 4 | 12 | 2.2.3A |
| 2.2.3 | A | 20220801 | 4 | 16 | 2.2.3A |
| 2.2.3 | A | 20220815 | 4 | 20 | 2.2.3A |
| 2.2.3 | A | 20220831 | 4 | 24 | 2.2.3A |
| 2.2.3 | A | 20220901 | 4 | 28 | 2.2.3A |
| 2.2.3 | A | 20220915 | 4 | 32 | 2.2.3A |
| 2.2.3 | A | 20220930 | 4 | 36 | 2.2.3A |
| 2.3 | D | 20220704 | 4 | 4 | 2.3D |
| 2.3 | D | 20220715 | 4 | 8 | 2.3D |
| 2.3 | D | 20220729 | 4 | 12 | 2.3D |
| 2.3 | D | 20220801 | 4 | 16 | 2.3D |
| 2.3 | D | 20220815 | 4 | 20 | 2.3D |
| 2.3 | D | 20220831 | 4 | 24 | 2.3D |
| 2.3 | D | 20220901 | 4 | 28 | 2.3D |
| 2.3 | D | 20220915 | 4 | 32 | 2.3D |
| 2.3 | D | 20220930 | 4 | 36 | 2.3D |
| 3.1.2 | A | 20220704 | 1 | 1 | 3.1.2A |
| 3.1.2 | A | 20220715 | 1 | 2 | 3.1.2A |
| 3.1.2 | A | 20220729 | 1 | 3 | 3.1.2A |
| 3.1.2 | A | 20220801 | 1 | 4 | 3.1.2A |
| 3.1.2 | A | 20220815 | 1 | 5 | 3.1.2A |
| 3.1.2 | A | 20220831 | 1 | 6 | 3.1.2A |
| 3.1.2 | A | 20220901 | 1 | 7 | 3.1.2A |
| 3.1.2 | A | 20220915 | 1 | 8 | 3.1.2A |
| 3.1.2 | A | 20220930 | 1 | 9 | 3.1.2A |
This is a photo of what I'm looking for that I did quickly in Excel. I'd like to be able to have measures for the Budget YTD and Budget YTD Smoothed. Looking for the ability to filter it by Category as well.