Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago

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...
lbendlin's avatar
lbendlin
Super User
4 years ago

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?

Anonymous's avatar
Anonymous
Not applicable
4 years ago

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.