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Hello Gurus,
What is a simple way to add a budget to your calculation?
Scenario,
I have a budget, lets just say 20million, and I want calculate Actuals to Budget. Throughout the year, there will be new projects added and completed but the Budget will also remain at 20 million. I want to show the remaining budget as we go. What is the best way to add the budget amount for these calculations? Is there a measure I can set for the budget amount? I think that would be the easiest way.
Solved! Go to Solution.
Hi @punksterz626 ,
Thank you @Dangar332 for your prompt reply, I have created a data example for you to help you with your problem. You can follow the steps below:
Data Example:
1. Add a DateTable and create a relationship with the FactTable.
DateTable =
ADDCOLUMNS (
CALENDAR ( DATE ( 2023, 10, 1 ), DATE ( 2024, 4, 1 ) ),
"year", YEAR ( [Date] )
)
2. Add a measure and put it into the card.
RemainingBudget =
VAR BudgetAmount = 20000000
RETURN
BudgetAmount - SUM('FactTable'[Amount])
Fianl output:
How to Get Your Question Answered Quickly - Microsoft Fabric Community
If it does not help, please provide more details with your desired out put and pbix file without privacy information.
Best Regards,
Ada Wang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @punksterz626 ,
Thank you @Dangar332 for your prompt reply, I have created a data example for you to help you with your problem. You can follow the steps below:
Data Example:
1. Add a DateTable and create a relationship with the FactTable.
DateTable =
ADDCOLUMNS (
CALENDAR ( DATE ( 2023, 10, 1 ), DATE ( 2024, 4, 1 ) ),
"year", YEAR ( [Date] )
)
2. Add a measure and put it into the card.
RemainingBudget =
VAR BudgetAmount = 20000000
RETURN
BudgetAmount - SUM('FactTable'[Amount])
Fianl output:
How to Get Your Question Answered Quickly - Microsoft Fabric Community
If it does not help, please provide more details with your desired out put and pbix file without privacy information.
Best Regards,
Ada Wang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@v-yifanw-msft I'll look into the provided solution and report back. Thank you for your assistance.
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