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Post Prodigy

## Divide Monthly Budget by working days and accumulate

Hello everyone!

Unfortunately, this is not the first time I am asking for help regarding this challenge.

I have a budget table that has weekly buckets on area level.

The structure is like:

 Area Year-Week Budget A 2020-01 1000 A 2020-02 1250 A 2020-03 1500 A 2020-04 1000 B 2020-01 1000 B 2020-02 1750 B 2020-03 1500 B 2020-04 1000

This table is linked to my calendar table through year-week key and to the item master through the area key.

So, I can determine which week budget belongs to which fiscal month.

I can also determine which sale on item level belongs to which area.

Now, how can I divide the monthly budget by the working days for the corresponding month and to accumulate these daily values?

The result should be like this for month January with working days:

 Date Budget Running Total 01.01.20 237,5 237,5 02.01.20 237,5 475 03.01.20 237,5 712,5 04.01.20 712,5 05.01.20 712,5 06.01.20 237,5 950 07.01.20 237,5 1187,5 08.01.20 237,5 1425 09.01.20 237,5 1662,5 10.01.20 237,5 1900 11.01.20 1900 12.01.20 1900 13.01.20 237,5 2137,5 14.01.20 237,5 2375 15.01.20 237,5 2612,5 16.01.20 237,5 2850 17.01.20 237,5 3087,5 18.01.20 3087,5 19.01.20 3087,5 20.01.20 237,5 3325 21.01.20 237,5 3562,5 22.01.20 237,5 3800 23.01.20 237,5 4037,5 24.01.20 237,5 4275 25.01.20 4275 26.01.20 4275 27.01.20 237,5 4512,5 28.01.20 237,5 4750

I already have studied this blog:

https://www.daxpatterns.com/budget-patterns/

But I can't figure it out.

This is my measure to sum the working days per month

``````Workingdays =
VAR vSelectedMonth =
SELECTEDVALUE ( 'Calendar'[Fiscal Month Number])
RETURN
CALCULATE (
COUNTROWS ( 'Calendar' ),
FILTER (
'Calendar',
'Calendar'[Fiscal Month Number] = vSelectedMonth
&& 'Calendar'[IsWorkingDay] = 1
)
)``````

Can someone help?

4 REPLIES 4
Super User

@joshua1990 , In your calendar you can work day

Work day = if(WEEKDAY([Date],2)<6,1,0)

Workday of the month = sumx(filter(Date, Date[Month Year] =earlier(Date[Month Year] ),[Work day ])

Now when you create allocation using date table you can divide by work days

refer if this file can help

https://www.dropbox.com/s/fnq82ksdzk1lqs3/Target_allocation_daily.pbix?dl=0

Post Prodigy

@amitchandak Thank you so much!

And how can I accumulate these daily targets? Like Running Totals

Super User

Monthly

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))

Quarterly

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))

Yealy = YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

Over all. With Date table

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Sales Date])))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...

Post Prodigy

@amitchandak Thanks a lot!

Does your approach work with weekly budget as mentioned in the first post?

If so, how?

I am using a fiscal calendar with individual start and end dates for every month.

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