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MadsLH
Frequent Visitor

Convert monthly budget to weekly

Hi,

 

I am having trouble converting a monthly budget to weekly budget to align with weekly sales.

 

I have a table with three seperate budgets for three brands I am operating with. The budgets are only available on a monthly basis as the date column in that table is monthly only.

Skærmbillede 2024-07-24 114549.pngSkærmbillede 2024-07-24 114707.png

 

I have another table with all date formats and I managed to create a column showing the number of days per month - the idea is to divide the monthly budget with number of days and then sum it per week.

Skærmbillede 2024-07-24 114749.pngSkærmbillede 2024-07-24 114814.png

 

The two tables are linked at the Date columns.

 

Can anyone tell me how to calculate and show the weekly budget?

 

I hope it makes sense.

 

 

2 REPLIES 2
bhanu_gautam
Super User
Super User

@MadsLH , You can calculate daily budget add aggregate it to weekly using DAX

 

First create a calculated column for dailybudget

 

DailyBudget =
DIVIDE (
BudgetTable[MonthlyBudget],
CALCULATE (
COUNTROWS ( DateTable ),
FILTER (
DateTable,
DateTable[Year] = BudgetTable[Year] &&
DateTable[Month] = BudgetTable[Month]
)
)
)

 

Now create a measure to sum it

DAX
WeeklyBudget =
SUMX (
DateTable,
CALCULATE (
SUM ( BudgetTable[DailyBudget] ),
FILTER (
BudgetTable,
BudgetTable[Year] = DateTable[Year] &&
BudgetTable[Month] = DateTable[Month]
)
)
)




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Hi @bhanu_gautam,

 

Appreciate your answer! I followed your instructions, and the sums for daily and weekly budget seems correct - however, it is still only the first date of each month that seem to have the value shown:

Skærmbillede 2024-07-24 155958.png

I was hoping to see the budget for each week during the year. Any suggestions?

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