Annual Budget Meaure

[PXJ99]

Dear all,

I have a query please. I need to calculate annual budget and it lies in a month. Example:

Month YTD	Budget
Jul	500
Aug	700
Sep	900
Oct	1500
Nov	1600
Dec	1700
Jan	1900
Feb	2000
Mar	2100
Apr	2200
May	2300
Jun	2500

The annual budget is the Jun amount i.e. $2500. HOw do I create a measure to give me the annual budget amount? Please help, new to power bi.

Thanks a lot

[ryan_mayu · Accepted solution]

@PXJ99 

is this what you want

Measure = sumx(FILTER('Table','Table'[Month YTD]="Jun"),'Table'[Budget])

[PXJ99]

Thanks very much

[ryan_mayu]

you are welcome

[ryan_mayu · Accepted solution]

@PXJ99 

is this what you want

Measure = sumx(FILTER('Table','Table'[Month YTD]="Jun"),'Table'[Budget])

[PXJ99]

Thanks very much Ryan. This looks great.

If the month column was in another table (date table), is there a way to still get the same result?

[ryan_mayu]

you are welcome.

i think you need to create the relationship between tables via date column.

it's better to provide the sample data and expected output.

[PXJ99]

Here is my pbix file.

https://www.dropbox.com/s/rfc6d01hwolyz3y/PB%20File%201.pbix?dl=0

Thnks for your help.

[PXJ99]

I am trying to show the annual budget (which the June YTD amount) in a column clustered chart with the Current Month Budget, Actuals, Committed and Forecast (seperate table) and with the Month (from a 3rd table). The Annual budget should remain unchanged despite the month slicer, others should change based on chosen month. Hope this makes sense. Thanks a lot.

[ryan_mayu · Accepted solution]

is this what you want

Measure = sumx(FILTER(all(Forecast),Forecast[Month ]="Jun"),'Forecast'[Forecast])

when you change the month filter, the output for measure is always 2000