Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
Anonymous
Not applicable

Dax Formula to Calculate Remaining Allocated Funds, from todays date to end of the financial year

Hi All I am looking for a Dax Formula to Calculate Remaining Allocated Funds, from todays date to end of the financial year(July-June), this needs to be dynamic and adjust as time goes by. For financial years that hat have passed, just needs to capture remaining allocated funds for that financial year(maybe an if statement in this case). Please help

 

Table examples

Project Funding Allocation 

Allocation IDProjectIDDate Status Allocation
3100101/07/2022Project-Approved5,000,000
4100201/08/2022Project-Offset3,500,000
5100101/09/2022Project-Approved1000,000

Project Actuals 

Actual IDProject IDDate Status Allocation
2100101/07/2022Project-Approved5,000,000
3100301/08/2022Project-Offset3,500,000
4100101/092022Project-Approved1,000,000
2 REPLIES 2
Anonymous
Not applicable

Hi @Anonymous ,

What do you want the results to look like? Could you please give the final result you want based on the data you provided? Also explain the logic of the calculation. Thank you.

Best Regards

daXtreme
Solution Sage
Solution Sage

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.