Extend month beginning amount to the rest of the month on line chart with date hierarchy.

[edtm]

Hello.  I am trying to create a line chart that displays daily sales/sales projection vs daily budget for the whole year.  We do not have a daily budget, so daily budget is derived by monthly budget divided by days in month ( monthly budget / days in month).  And, our monthly budget is allocated to the first of each month.  This is fine for January thru November.  However, in December, the daily budget line stops at 12/1/2023 (see chart below). 

How do I get the daily budget line to stop at 12/31/2023?  Thanks.

[Jihwan_Kim]

Hi,

I am not sure if I understood your question correctly, but I tried to create a sample pbix file like below.

Please check the below picture and the attached pbix file.

I hope the below can provide some ideas on how to create a solution for your datamodel.

Budget daily: = 
VAR _countdays =
    COUNTROWS (
        FILTER (
            ALL ( 'Calendar' ),
            'Calendar'[Month-Year sort] = MAX ( 'Calendar'[Month-Year sort] )
        )
    )
VAR _startingdate =
    MINX (
        FILTER (
            ALL ( 'Calendar' ),
            'Calendar'[Month-Year sort] = MAX ( 'Calendar'[Month-Year sort] )
        ),
        'Calendar'[Date]
    )
VAR _budgetmonthly =
    SUMX ( FILTER ( Budget, Budget[Month] = _startingdate ), Budget[Budget] )
RETURN
    DIVIDE ( _budgetmonthly, _countdays )

[edtm]

Hi Jihwan.

I think you are understanding my requirements correctly and the dax you provided are sound.  However, I was not able to replicate the results in my pbix file.  And, I found the reason why.  The Calendar and Budget table in your file is not related.  Unfortunately, my reports require that the Calendar and Budget table are connected as their are many other dimensions in the Budget table such as Product and Customer.

Is there a way you could enhance your dax so that calendar and budget table is joined but it also removes the date filter so that only year and month relationship is kept?

Regards,

Ed

[Jihwan_Kim]

Hi,

Thank you for your message, and please share your sample pbix file's link, and then I can try to look into it to come up with more accurate solution.

Thank you.

[edtm]

Here's a sample file.

Extend Days 

I uploaded file to google drive.  Not sure how else I can share the file since I am not a super user or ms employee.  Personally, I am not able to open the file after I dl from Google drive.

[Jihwan_Kim]

Hi,
I see the below message.

[edtm]

Another link to file since the G drive wasn't working for me: 

Sample file 

[Jihwan_Kim · Accepted solution]

Hi,

Thank you for your message.

Could you please try the below measure for Budget daily2 whether it suits your requirement?

Budget daily2: =
VAR _countdays =
    COUNTROWS (
        FILTER (
            ALL ( 'x Calendar' ),
            'x Calendar'[Month-Year sort] = MAX ( 'x Calendar'[Month-Year sort] )
        )
    )
VAR _startingdate =
    MINX (
        FILTER (
            ALL ( 'x Calendar' ),
            'x Calendar'[Month-Year sort] = MAX ( 'x Calendar'[Month-Year sort] )
        ),
        'x Calendar'[Date]
    )
VAR _budgetmonthly =
    SUMX (
        FILTER ( ALL ( 'x Budget J' ), 'x Budget J'[Month] = _startingdate ),
        'x Budget J'[Budget]
    )
RETURN
    DIVIDE ( _budgetmonthly, _countdays )

[edtm]

I haven't adapted the dax to my own report yet but the dax's logic seems sound, thanks!