dab measure - previous months above or below budget

[aletho]

Hi

I need help with a dax measure. I want to calculate if I'm above or below my budget so far this year, so turnover-budget. 

I have "budget - FBP" as my budget and "Oms. FBP" as my turnover. I want to set it up so it calculates it from the beginning of the year to and including the last month. So from Jan2018 to Aug2018, next month from Jan2018 to Sep2018 and so on.

Is this possible? 🙂   

My data looks like this:

[v-yuta-msft]

Hi aletho,

"I want to set it up so it calculates it from the beginning of the year to and including the last month. So from Jan2018 to Aug2018, next month from Jan2018 to Sep2018 and so on."

<--- Could you clarify more details about your logic?

Regards,

Jimmy Tao

[aletho]

Hey Jimmy and thanks for writing

Let me try to explain my purpose. I am trying to create a calculation showing how if I am above or below my sales target so far this year on a monthly budget bases. This is for me (budget-turnover) from the month passed. I cannot include a month that has not passed yet, because it has not reached is full turnover. 

So something like from the start of the year to this month-1? I have included an excel spreadsheet illustrating the idea and problem.  

https://drive.google.com/file/d/1_onjFHRmuGvfzUdXox1wDlsJgUKXrlzS/view?usp=sharing

Hope you can help me in the right way