Forum Discussion

PreetiSahu321's avatar
PreetiSahu321
Icon for Helper I rankHelper I
6 years ago

Total Budgets for Next Month

Hello Power BI Community Members,   I have a Budget list which is having all the Budget Dates (Data type as Date and Time) and Budget Amount (data type as the Whole number). As per my requirement, ...
power bi
POWER BI Dax rules
sturlaws's avatar
sturlaws
Icon for Resident Rockstar rankResident Rockstar
6 years ago

Great!

try this measure

 

Next Month Budget2 = CALCULATE(SUM(Budgets[BUD_AMOUNT]); PARALLELPERIOD(Budgets[BUD_MONTH_YEAR];1;MONTH))

 

hm, Budgets[BUD_MONTH_YEAR] has a timepart, some of the items is at 07:00, others at 08:00, not sure if that might cause some issues down the road. I would separate that into a date and time column(if time is at all needed).

 

Cheers,
Sturla 

 

  • PreetiSahu321's avatar
    PreetiSahu321
    Icon for Helper I rankHelper I
    6 years ago

    Hi sturlaws ,

     

    As I have put this measure formula, still it is not showing me the exact value. As this month is October, It should display the total value of November i.e. 25,300 as you can see in the below screenshot.

     

     

    Anything I have to do else?

    • sturlaws's avatar
      sturlaws
      Icon for Resident Rockstar rankResident Rockstar
      6 years ago

      Sorry, I thought you wanted to have budget next month in a table with month on the axis.

      If you just want the next month relative to todays date, use this formula

      Next Month Budget =
CALCULATE (
    SUM ( Budgets[BUD_AMOUNT] );
    FILTER (
        ALL ( Budgets[BudgetDate] );
        Budgets[BudgetDate]
            = DATE ( YEAR ( TODAY () ); MONTH ( TODAY () ) + 1; 1 )
    )
)

       

      But you need to separate the date part of [BUD_MONTH_YEAR], you can do this by creating a new column like this

      BudgetDate = Budgets[BUD_MONTH_YEAR].[Date]
      • PreetiSahu321's avatar
        PreetiSahu321
        Icon for Helper I rankHelper I
        6 years ago

        Hi sturlaws ,

         

        Now, this measure formula is working perfectly. Thank you so much😊

         

        One more thing I want to know is, Can you tell me how I can get the total Budget of the current month? Means, As this current month is October, So it will show me only the total Budget of October.

         

        If you have any idea, please suggest to me what I have to do?