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KhoaVo
New Member

Total Sum vs Budget for every months and years

Hi all, 

I'm creating a report that makes use of the clustered bar chart to show monthly expenses compared with actual budget but I'm currently lost and since I'm not that familiar with DAX and Power Bi it's hard to search for the right answer on the internet. 
I have a table listing expenses in specific dates like this: 
2023-04-03 13_59_46-VN2481-RHV-XX-BIM Verfication Report - Power Query Editor.png

And a table with budget for each month like this: 
2023-04-03 13_59_02-VN2481-RHV-XX-BIM Verfication Report - Power Query Editor.png

Is there a way that I can get the totals of expenses per month and year in the same date format as the one in the Budget Table so that I can make a relationship and illustrate them in a clustered bar chart? 
Thanks so much in advance

1 ACCEPTED SOLUTION
olgad
Super User
Super User

Hi, create a column in the first table

StartofMonth= STARTOFMONTH('Calendar'[Date])
turn it to date type. and then connect with your budget table. 

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View solution in original post

2 REPLIES 2
olgad
Super User
Super User

Hi, create a column in the first table

StartofMonth= STARTOFMONTH('Calendar'[Date])
turn it to date type. and then connect with your budget table. 

DID I ANSWER YOUR QUESTION? PLEASE MARK MY POST AS A SOLUTION! APPRECIATE YOUR KUDO/LIKE!
PROUD TO BE A SUPER USER!
Best Stories, Interesting Cases: PowerBI Storytime Newsletter
Linkedin Profile: Linkedin
YouTube Channel: PowerBI Storytime

Hi, 
Thanks for the reply, I've just tried it out and it seems to be just what I'm looking for. 
Much appreciation

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