Cumulative Budget Error

[CraigMFuso]

Hi all.

I am trying to calculate a cumulative budget however my result is not correct.

I have a budget allocation measure which is returning the correct result. 

I have then created this cumulative measure which is were I am having an issue. 

Table of results showing issue

[Ashish_Mathur]

Hi,

Try this measure

=CALCULATE([Budget Allocation],DATESYTD(Calendar,"31/12"))

Hope this helps.

[edhans]

Someone else might be able to look at that and spot the error, but I'd need something to play with, and I cannot copy images of tables and measures into Power BI. Put measures in the code boxes (the </> icon in the toolbar) and tables via below link for sample data.

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[CraigMFuso]

Hi, hope this helps. 

Budget Allocation = 
VAR MonthDays = CALCULATE( COUNTROWS( 'Calendar' ), ALL( 'Calendar'[Date] ), VALUES( 'Calendar'[Month & Year] ) )
VAR DailyBudget = CALCULATE( [Total Dealer Budgets], ALL( 'Calendar'[Date] ), VALUES( 'Calendar'[Month & Year] ) )
RETURN
IF( ISFILTERED( 'Calendar'[Date] ),
DIVIDE( DailyBudget, MonthDays, 0 ),
[Total Dealer Budgets] )

Cumulative Budgets = CALCULATE(
    SUMX( SUMMARIZE( 'Calendar', 'Calendar'[Date], "Budgets", [Budget Allocation] ), [Budgets] ),
    FILTER( ALLSELECTED( 'Calendar' ),
    'Calendar'[Date] <= MAX( 'Calendar'[Date] )))

Results example:

Date	Budget Allocation	Cumulative Budgets (current formula with issue)	Cumulative Budgets (expected result)
01/01/20	12,654.84	392,300.16	12,654.84
02/01/20	12,654.84	784,600.32	25,309.68
03/01/20	12,654.84	1,176,900.48	37,964.52

[v-xuding-msft · Accepted solution]

Hi @CraigMFuso ,

Have you tried to split the measure of Cumulative Budgets?

Measure =
VAR __Table =
    SUMMARIZE ( 'Calendar', 'Calendar'[Date], "Budgets", [Budget Allocation] )
RETURN
    SUMX ( __Table, [Budgets] )

Cumulative Budgets =
CALCULATE (
    [Measure],
    FILTER (
        ALL( 'Calendar' ),
        'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
    )
)

 Because of the measure of Total Dealer Budgets, I can't reproduce your problem. If the formulas above can't work, can you please share the formula of Total Dealer Budgets?

Best Regards,

Xue Ding

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