yearly budget given , how to calculate across months

[userdata]

Hi,

i have the yearly budget but thats in one month column only like in december it gives the total budget for the whole year. I want to show across months that total divided by the months.

The issue is in pbi when i divide by 12 it gives the right amount but only for december as there is the value there but i need that number per month across month the same value. Any ideas?

[userdata]

@VahidDM Thanks so much for your help! But i have a strange thing happening . When I have the month year in there the numbers show correctly but when i want to show it by year it wont add up and will show the monthly budget instead of the yearly?

[VahidDM]

@userdata 

Ok, this is different.

What do you want to be the measure 2 value when you want to show it by year?

Appreciate your Kudos ✌️!!

[userdata]

@VahidDM I thought to have both in one measure so I dont have to put both month and year next to each other but thats fine. Another questions the measure that you give works only when there is month year in the table, as i have also categories and subcategories and different enitities in the organization to get the monthly budget then it doesnt work as it gives the same monthly across all organizations as the ALL overwrites the whole table irrespective of the entity or subcategory but it should take the other organizations and categories into account. How do I do that?

[VahidDM]

Hi @userdata 

Add ALL dax to your calculation.

Try this code:

Budget Per Month =
CALCULATE ( MAX ( 'Table'[Yearly Budget] ) / 12, ALL ( 'Table' ) )

Then add it to the table with your Month Year and YearlyBudget, output will be as below:

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Appreciate your Kudos !!

[amitchandak]

@userdata , refer my these two blog for that

Distributing/Allocating the Yearly Target(Convert to Daily Target): https://community.powerbi.com/t5/Community-Blog/Distributing-Allocating-the-Yearly-Target-Convert-to...

Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-C...