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aboshabo's avatar
aboshabo
Frequent Visitor
7 years ago
Solved

Budget Distribution

I hope you are doing well!   I have a question about budgeting issue, I need your help. Thanks for your support in advance!   I have three columns, Start Date, End Data and Amount of the budget. ...
  • Anonymous's avatar
    Anonymous
    7 years ago

    Hi aboshabo ,

    You can try to use following measure formula to calculate each year budget based on current ContractN, year.

    Measure =
    VAR maxdate =
        MAX ( 'Table'[Date] )
    VAR summary =
        SUMMARIZE (
            ContractReportExcel,
            [ContractN],
            [Amount],
            [Contract Start Date],
            [Contract End Date],
            "duration", DATEDIFF ( [Contract Start Date], [Contract End Date], MONTH )
        )
    VAR unit =
        SUMX (
            FILTER (
                summary,
                maxdate IN CALENDAR ( [Contract Start Date], [Contract End Date] )
                    && [ContractN] IN VALUES ( ContractReportExcel[ContractN] )
            ),
            [Amount] / [duration]
        )
    VAR _calendar =
        ADDCOLUMNS (
            CALENDAR (
                CALCULATE (
                    MIN ( ContractReportExcel[Contract Start Date] ),
                    ALLSELECTED ( ContractReportExcel ),
                    VALUES ( ContractReportExcel[ContractN] )
                ),
                CALCULATE (
                    MAX ( ContractReportExcel[Contract End Date] ),
                    ALLSELECTED ( ContractReportExcel ),
                    VALUES ( ContractReportExcel[ContractN] )
                )
            ),
            "Month", MONTH ( [Date] )
        )
    VAR _duration =
        COUNTROWS (
            DISTINCT (
                SELECTCOLUMNS (
                    FILTER ( _calendar, YEAR ( [Date] ) = YEAR ( maxdate ) ),
                    "M", [Month]
                )
            )
        )
    RETURN
        unit * _duration
    

    Notice: Table is a calendar I created for calculate, it no has relationship to original table.

    I also attached sample file below.

    Regards,

    Xiaoxin Sheng