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WulffJoergen
Frequent Visitor

I need full year budget calculation in DAX

Hi all, 
I have a big issue creating a measure, that will give me the budget for the full fiscal year, which is september 30th. Even if I in the example have focused on 1 year, the budget is made for several years and I need a correct calculation for all years.

My ultimate goal is to calculate the remaining budget, but I expect that to be a peace of cake, when this one works (reducing total fiscal year budget with budget ytd for all month.

I found a solution that AmitChandak created which is like this when I transformed to my data:
This year Budget =
CALCULATE (
               SUM ( G_L_Budget_Entries[amount] ),
                          DATESYTD (
                                            ENDOFYEAR (
                                                                'Calendar'[Date] ),
                                                                 "09/30"
                                             )
)
which worked correctly for the first 3 month (see picture below),
I tried to transform the formula to the one below, and it helped a bit (I got the last 9 month)(the measure Total Budget Amount = SUM ( G_L_Budget_Entries[amount] )    ). 

Full Year Budget =
TOTALYTD(
           [Total Budget Amount],
          ENDOFYEAR(
                              'Calendar'[Date],
                              "09/30"
          )
)
 
WulffJoergen_0-1681189172831.png
I really hope somebody can see what I am doing wrong and give me a solution that works.
regards
Jørgen
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@WulffJoergen , 9/30 should be added to both datesytd and endofyear

 

example

Sales full YTD = CALCULATE([Sales], DATESYTD(ENDOFYEAR('Date'[Date], "9/30"), "9/30"))
 
amitchandak_0-1681210349120.png

 

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@WulffJoergen , 9/30 should be added to both datesytd and endofyear

 

example

Sales full YTD = CALCULATE([Sales], DATESYTD(ENDOFYEAR('Date'[Date], "9/30"), "9/30"))
 
amitchandak_0-1681210349120.png

 

Hello Amit,

I thought that I had tried that version, but I did forget a comma before the last "09/30". 
Thank you (Many good solutions from you in here :-).

regards
Jørgen

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