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Hello,
New to PowerBI and I'm trying to do a circular calculation to determine the amount of budget remaining after expenses are taken. In Excel, this is what I'm looking to accomplish:
I've found a few other posts to similar things
https://community.powerbi.com/t5/Desktop/Circular-reference-calculation/td-p/213415
But I haven't been able to understand exactly how the measures are working.
Any help is appricated, and extra point if you can explain the solution like im 5yo.
The output will be used in a burndown-style chart to see how the budget is trending.
TIA,
Trent
Solved! Go to Solution.
Hi, @tlh
To create 2 measures to achieve it:
_Total_Budget = 1700000
This measure indicates how much the total budget is, and you can change it to suit your needs.
Then, to create a calculate column below:
Remaining =
[_Total_Budget]
- CALCULATE (
SUM ( 'Table'[Expense] ),
FILTER ( 'Table', [Date] <= EARLIER ( [Date] ) )
)
Result:
Please refer to the attachment below for details
Is this the result you want? Hope this is useful to you
Please feel free to let me know If you have further questions
Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi, @tlh
To create 2 measures to achieve it:
_Total_Budget = 1700000
This measure indicates how much the total budget is, and you can change it to suit your needs.
Then, to create a calculate column below:
Remaining =
[_Total_Budget]
- CALCULATE (
SUM ( 'Table'[Expense] ),
FILTER ( 'Table', [Date] <= EARLIER ( [Date] ) )
)
Result:
Please refer to the attachment below for details
Is this the result you want? Hope this is useful to you
Please feel free to let me know If you have further questions
Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@tlh , I assuming you only have one entry of budget
calculate( sum(Table[Budget]) , all(Table)) - calculate(sum(Table[expense]), filter(allselected(Table), Table[Date] <= max(Table[Date])))
if they these are from different table please use Date table
calculate( sum(Table[Budget]) , all(Date)) - calculate(sum(Table[expense]), filter(allselected(Date), Date[Date] <= max(Date[Date])))
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