Forum Discussion
Turn Monthly Budget into Cumulative Daily Graph
I have a table with sales budgets with a starting date for the month ahead along with a total budget for the whole month. I'd like to show a line graph with days of month showing this budget as a daily cumulative total.
For Example
| Date | Budget |
| 1st Jan 22 | 50,000 |
| 1st Feb 22 | 80,000 |
| 1st Mar 22 | 125,000 |
Hi Danch89 ,
The key is to have a date dimension and have a year offset to filter out only the years you’re interested in showing.
Try the following formula:
Year Offset = YEAR(TODAY())-‘Date'[Year]Rolling 12 Months Sales = CALCULATE ( SUM ( 'Sales Fact'[Revenue] ), DATESBETWEEN ( 'Date'[Date], NEXTDAY ( SAMEPERIODLASTYEAR ( LASTDATE ( 'Date'[Date] ) ) ), LASTDATE ( 'Date'[Date] ) ) )
If the problem is still not resolved, please point it out. Looking forward to your reply.
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Danch89 , I think my blog on this topic can help
Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD): https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Monthly-Target-Convert-to/ba-p/1657798
Thanks - I've got the daily target but I still don't know how to change this into a rolling month. For example below. I'd want to cumulative total that daily target each day for the month to show a month trend against target.
Hi Danch89 ,
The key is to have a date dimension and have a year offset to filter out only the years you’re interested in showing.
Try the following formula:
Year Offset = YEAR(TODAY())-‘Date'[Year]Rolling 12 Months Sales = CALCULATE ( SUM ( 'Sales Fact'[Revenue] ), DATESBETWEEN ( 'Date'[Date], NEXTDAY ( SAMEPERIODLASTYEAR ( LASTDATE ( 'Date'[Date] ) ) ), LASTDATE ( 'Date'[Date] ) ) )
If the problem is still not resolved, please point it out. Looking forward to your reply.
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
