Taking a Daily Budget (calculation) and converting it to a cumulative budget

[mattrixdesign2]

Hi

I have an annual budget that has been converted into a daily budget, based on #days in month... (I had some help to get to this point)

Budget Daily Allocation =

VAR DaysInMonth = [Budget Days in Month]

VAR DailyBudget = [Budget $ (EOM)]

RETURN

IF(ISFILTERED(IA_TCALENDAR_DATES[CALENDAR_D]),

DIVIDE(DailyBudget, DaysInMonth,0),

[Budget $ (EOM)])

...now I have this daily figure (based on # days in month), how do I accumulate this into a rolling Budget YTD with in the filtered dates?

[mattrixdesign2]

Hi - I was using something like this, its only now I have realised why it wasnt displaying how I expected it. The plan rate is using a monthly calendar date (1st of each month) only giving plan at month level, its not granular to a daily level, but I was trying to show it as a cumulative daily total.

That was the issue, so I need to rethink this.

[v-yanjiang-msft]

Hi @mattrixdesign2 ,

According to your description, please try the below solution.

YTD =
SUMX (
    FILTER ( ALL ( IA_TCALENDAR_DATES ), [CALENDAR_D] <= MAX ( [CALENDAR_D] ) ),
    [Budget Daily Allocation]
)

Best Regards,
Community Support Team _ kalyj

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