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Anonymous's avatar
Anonymous
Not applicable
3 years ago
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Budget YTD

Hello Team   I am trying to calculate a budget Year to Date but I am not able to get the right dax formula. Below is my budget table:   Date Shop Budget_Sales 01/01/2023 A 900000 01/...
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  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi Anonymous ,

     

    If you want to calculate the budget Year to Date, I suggest you to try below measure.

    Measure = 
VAR _EndofCurrentMonth =
    EOMONTH ( TODAY (), 0 )
RETURN
    CALCULATE (
        SUM ( 'Table'[Budget_Sales] ),
        FILTER ( 'Calendar', 'Calendar'[Date] <= _EndofCurrentMonth )
    )

    Result is as below.

     

    Best Regards,
    Rico Zhou

     

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

     

     

Anonymous's avatar
Anonymous
Not applicable
3 years ago

Hi Anonymous ,

 

If you want to calculate the budget Year to Date, I suggest you to try below measure.

Measure = 
VAR _EndofCurrentMonth =
    EOMONTH ( TODAY (), 0 )
RETURN
    CALCULATE (
        SUM ( 'Table'[Budget_Sales] ),
        FILTER ( 'Calendar', 'Calendar'[Date] <= _EndofCurrentMonth )
    )

Result is as below.

 

Best Regards,
Rico Zhou

 

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