Total Budget

[olliehernandez]

I'm trying to add the total budget to my dashboard and not sure how to do this.  I've uploaded my excel sheet which shows expenses, but how can I include the total annual budget to compare the expenses against the reminaing balance?  

[Anonymous · Accepted solution]

Hi @olliehernandez ,
Thanks to @PhilipTreacy reply.
Below is an example you can refer to, which will return the total and phased surplus as of the selected date
Sample data

Create measures

Total Budget = TOTALYTD(SUM('Table'[Budget]),'Table'[Date])

Total Expenses = TOTALYTD(SUM('Table'[Expenses]),'Table'[Date])

Total surplus = [Total Budget] - [Total Expenses]

Final output

Alternatively, you can use KPI visualization to display 

Best regards,
Albert He

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[PhilipTreacy]

Hi @olliehernandez 

Did you mean to attach an Excel file?

Regards

Phil