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...
Is the nonlinear budget percentage valid for all the dates in that month? Not cumulative throughout the month?
The nonlinear budget percent is the % of the total budget for the whole year that gets released on that month. So technically yes, it's the same for every date in that month but I'd also like to see it smoothed so that it's cumulative throuhgout the month. Here's an example:
| LinearityKey | Date | Budget % | Budget % Cumulative | Budget % Smoothed | Total Year Budget | Budget YTD | Budget YTD Smoothed |
| 1.2D | 2022-07-04 | 0.25 | 0.25 | 0.008 | 99.000 | 24.75 | 0.80 |
| 1.2D | 2022-07-05 | 0.25 | 0.25 | 0.016 | 99.000 | 24.75 | 1.60 |
| 1.2D | 2022-07-06 | 0.25 | 0.25 | 0.024 | 99.000 | 24.75 | 2.40 |
| 1.2D | … | 0.25 | 0.25 | … | 99.000 | 24.75 | … |
| 1.2D | 2022-07-15 | 0.25 | 0.25 | 0.13 | 99.000 | 24.75 | 12.38 |
| 1.2D | … | 0.25 | 0.25 | … | 99.000 | 24.75 | … |
| 1.2D | 2022-07-29 | 0.25 | 0.25 | 0.25 | 99.000 | 24.75 | 24.75 |
| 1.2D | … | 0.25 | 0.25 | … | 99.000 | 24.75 | … |
| 1.2D | 2022-08-01 | 0.5 | 0.75 | 0.267 | 99.000 | 74.25 | 26.40 |
| 1.2D | … | 0.5 | 0.75 | … | 99.000 | 74.25 | … |
| 1.2D | 2022-08-15 | 0.5 | 0.75 | 0.5 | 99.000 | 74.25 | 49.50 |
| 1.2D | … | 0.5 | 0.75 | … | 99.000 | 74.25 | … |
| 1.2D | 2022-08-31 | 0.5 | 0.75 | 0.75 | 99.000 | 74.25 | 74.25 |
| 1.2D | 2022-09-01 | 0.25 | 1 | 0.758 | 99.000 | 99 | 75.08 |
| 1.2D | … | 0.25 | 1 | … | 99.000 | 99 | … |
| 1.2D | 2022-09-15 | 0.25 | 1 | 0.875 | 99.000 | 99 | 86.63 |
| 1.2D | … | 0.25 | 1 | … | 99.000 | 99 | … |
| 1.2D | 2022-09-30 | 0.25 | 1 | 1 | 99.000 | 99 | 99 |
I also just realized that my Nonlinear Budget Table is incorrect. The Budget %'s are not cumulative in the data. Please see the corrected version below.
| Task | Category | First Day of Month | DateKey | Budget % |
| 1.2 | D | 2022-07-04 | 20220704 | 0.25 |
| 1.2 | D | 2022-08-01 | 20220801 | 0.5 |
| 1.2 | D | 2022-09-01 | 20220901 | 0.25 |
| 1.3.2 | B | 2022-07-04 | 20220704 | 0.125 |
| 1.3.2 | B | 2022-08-01 | 20220801 | 0.125 |
| 1.3.2 | B | 2022-09-01 | 20220901 | 0.75 |
| 3.1.2 | A | 2022-07-04 | 20220704 | 0.7 |
| 3.1.2 | A | 2022-08-01 | 20220801 | 0 |
| 3.1.2 | A | 2022-09-01 | 20220901 | 0.3 |