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I'm trying to create a measure that will count a running total as a budget.
I'm trying to create a measure that will count a running total as a budget. The filter is the last date of the fact.
Example: Plan for every first day of the month, for the year (budget), fact by day (revenue).
Let's say there is a fact for the last sales date in February, for example, February 7th.
I need the measure to calculate the plan for January and February on February 7 without taking into account the time interval I have chosen. Even if I click on January, the measure should cumulatively calculate the budget for 2 months.
I wrote the following measure:
In fact, this formula works well. But with a plan, I always get a budget depending on the month I click on (
Does anyone know how I can fix the formula?
Solved! Go to Solution.
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@Sergii22 See if this helps: Better Year to Date Total - Microsoft Power BI Community
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I tried to make the measure as you recommend in your video to get the cumulative budget amount.
Here's what I got
The first two variables, _Date and _Year, retrieve the maximum date and year from the "Date" column in the "Calendar" table.
The _Table variable is created by filtering the "Calendar" table to include only rows where the "Date" column is less than or equal to _Date and the year is equal to _Year.
Finally, the SUMX function is used to calculate the cumulative sum of the "Budget" column in the _Table variable.
But the formula did not work(Nothing is displayed. Where did I go wrong?
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Я попытался сделать измерение, как вы рекомендуете в своем видео, чтобы получить сумму совокупного бюджета.
Вот что я получил:
Первые две переменные, _Date и _Year, извлекают максимальную дату и год из столбца «День» в таблице « Календарь ».
Переменная _Table создается путем фильтрации таблицы « Календарь » для включения только строк, в которых столбец «Дата» меньше или равен _Date, а год равен _Year.
Наконец, функция SUMX используется для вычисления совокупной суммы столбца «Бюджет» в переменной _Table.
Я попытался сделать измерение, как вы рекомендуете в своем видео, чтобы получить сумму совокупного бюджета.
Вот что у меня получилось
Но формула не сработала(Ничего не отображается. Где я ошибся?
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Do you have any other suggestions?

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