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Mannai
Helper I
Helper I

Budget Value for each month

i have a budget dataset : example => 02-2022 budget : 200 i want to show the value of the budget for the month in the slicer 

Mannai_0-1647941330382.png

Note that this dataset is connected to date table with a no active relationship

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Mannai , You should create a date and join using month year

Date = Date(right([Dates],4) ,left([Dates],2),1)

 

or create a measure like. but have date in the table 

 

new measure =
var _max = maxx(allselected(Date1),Date1[Date])
var _min = mainx(allselected(Date1),Date1[Date])
return
calculate( sum(Table[Budget]), filter('Table', 'Table'[Date] >=_min && 'Table'[Date] <=_max))

 

 

refer if needed

Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD): https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Monthly-Target-...

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View solution in original post

3 REPLIES 3
PaulDBrown
Community Champion
Community Champion

I take it the Date table has a period column with the values in the date column of the budget table? If so, you can use any field in the slicer. For the prupose of this example, If simply created a period table for the slicer.
model.jpg

 

You need to create a measure to use as a filter for the visual as follows:

Month Budget =
COUNTROWS (
    INTERSECT ( VALUES ( 'Period Table'[Dates ] ), VALUES ( BudgetTable[Dates ] ) )
)

filter.jpgFilter.gif

 

 I've attached the sample PBIX file





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amitchandak
Super User
Super User

@Mannai , You should create a date and join using month year

Date = Date(right([Dates],4) ,left([Dates],2),1)

 

or create a measure like. but have date in the table 

 

new measure =
var _max = maxx(allselected(Date1),Date1[Date])
var _min = mainx(allselected(Date1),Date1[Date])
return
calculate( sum(Table[Budget]), filter('Table', 'Table'[Date] >=_min && 'Table'[Date] <=_max))

 

 

refer if needed

Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD): https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Monthly-Target-...

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here
Datagulf
Responsive Resident
Responsive Resident

Please explain your query. I am having a hard time understanding it.

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