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olliehernandez's avatar
olliehernandez
New Member
2 years ago
Solved

Total Budget

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?  

Need Help
Tips and Tricks
  • Anonymous's avatar
    Anonymous
    2 years ago

    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

     

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    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