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?
My last comment got deleted so my apologies if this gets posted twice.
Technically yes, the budget percentage is the percent of the total year budget that gets released in that month. Which is why I also would like to see it smoothed. The example below is what I'm looking for.
| LinearityKey | Date | Budget % | Budget % Cumulative | Budget % Smoothed | Total Year Budget | Budget YTD | Budget YTD Smoothed |
| 1.2D | 2022-07-04 | 0.25 | 0.25 | 0.009 | 99.000 | 24.75 | 0.85 |
| 1.2D | 2022-07-05 | 0.25 | 0.25 | 0.017 | 99.000 | 24.75 | 1.71 |
| 1.2D | 2022-07-06 | 0.25 | 0.25 | 0.026 | 99.000 | 24.75 | 2.56 |
| 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 | 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 my Nonlinear Budget Table had cumulative percentages, but in my data they aren't cumulative. I've edited the original comment and I'll provide the revised version below as well.
Nonlinear Budget Table
| 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 |