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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Proper layout for budget table

We are putting together a 2020 budget.     I was wondering what is the best layout for the budget  (we have a monthly budget, quarterly, and annual total).    No daily budget, but we do have daily sa...
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  • mwegener's avatar
    mwegener
    6 years ago

    Hi Anonymous,

     

    create the budget table in the smallest required granularity (e.g. month) and aggregate the values using a date table.

    Check this out.

    PBIX

    Regards,

    Marcus

    Dortmund - Germany
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Anonymous's avatar
Anonymous
Not applicable
6 years ago

Yes, I love that feature.  Just wish they had setting for "this quarter".  

  • mwegener's avatar
    mwegener
    Most Valuable Professional
    6 years ago

    HI Anonymous ,

    did not have in mind that quarter is missing.

    Then use "this month" and the following measure.

    Quarter Budget =
CALCULATE (
    SUM ( Budget[Budget Amount] ),
    FILTER ( ALL ( 'Calendar' ), 'Calendar'[Quarter] = MAX ( 'Calendar'[Quarter] ) )
)

    Regards,

    Marcus

    Dortmund - Germany
    If I answered your question, please mark my post as solution, this will also help others.
    Please give Kudos for support.