Sum for full year based on date selection

[Anonymous]

Hi all,

I have a budget table.

I need to be able to sort on Quarters, and still keep the full budget shown in same table.

Example:

Q1: 200K

Q2: 200K

Q3: 200K

Q4: 200K

So if I select (in my date hierachy) Q1+Q2, it should show:

BudgetSelection = 400K

Budget Full Selected Year = 800K.

How do I do this? I can not just hardcore the measure to say Year=2020, as it needs to work with 2019 also etc.

Thanks!

[Anonymous]

Hi @Anonymous ,

Is the example your sample data? But I didn't see any date column. Can you show some sample data?

Best Regards,

Jay

[amitchandak]

@Anonymous, a Couple of ways. Split the budget month or Quarter-wise.

Refer this for allocation: https://www.dropbox.com/s/fnq82ksdzk1lqs3/Target_allocation_daily.pbix?dl=0

It should have the monthly and daily allocation

Store budget at year-end date. and closing balance of the year. This will give same budget for the year.

Divide by distinctcount(Date[Qtr-Year])

refer for closingbalanceyear  :https://youtu.be/yPQ9UV37LOU