Forum Discussion
Combining Linear/Nonlinear Budgets
I'm not sure why my comment keeps getting deleted. But yes it technically is the budget percentage for the entire month. I'd also like to see it smoothed. I accidentally showed my budget % in a cumulative way, which isn't the case in the data. I've edited the Nonlinear Budget Table in the comment accordingly.
I'm looking for both the Budget YTD and the Budget YTD Smoothed. Here is an example:
Still trying to understand all the mechanics - budgeting is not my forte. If you still need assistance could we maybe start over with a fresh premise so I can ignore all the above changes?
Yes my apologies, somehow all 3 comments got posted after some time passed so it got confusing.
Essentially some tasks are linear, and some are nonlinear. The current data assumes all are linear and does a calculation like so:
Budget = ( [DaysInQuestion] / [DaysInYear] ) * [TotalBudget]
Budget YTD = ( [DaysInQuestionYTD] / [DaysInYear] ) * [TotalBudget]
*Please note that these are imported from Analysis Services so they are static values in the report I am using.
However some tasks don't have linear budgets, which is defined in the 'Linearity Table'. These nonlinear budgets are released in percentages. So for example, the budget for task 1.3.2 only recieves 12.5% of its total budget in July, another 12.5% more of its total budget in August and 75% more of its total budget in September. This means that by September, the task will have access to the full 100% of its total budget ( 12.5% + 12.5% + 75% = 100% ). These values are found in the 'Nonlinear Budget Table'.
I want to be able to see the curve for the nonlinear budgets YTD like the image below. Both smoothed so that the percentage is gradual throughout the month, and with the whole percentage being released in the first day.