Cumulative Budget Allocation Formula With Mismatched Granularities

[Anonymous]

Hi, 

I'm currently working on a measure that calculates the cumulative budget allocation with mismatched granularities.

I used this Blog by Enterprise DNA to get the formulations of my measures.

Also important to note that I've described my problem in more detail in my previous post but the solution created a different issue for me.

This is how my data is set up:

This is the problem I'm running into:

[BudgetAllocation] is fine if I wanted the individual days, but I want it cumulatively.

[BudgetAllocation2] was my attempt to make it cumulative, but it really just produced the entire value for the month.

[BudgetAllocation3] was another attempt to make it cumulative but because I have the YearMonth = YearMonth, it brings the sum back to zero at the start of each month. 

My 3 measures are as follows:

BudgetAllocation =

VAR DayInContext = COUNTROWS('Dates')

VAR DaysInMonth = CALCULATE( COUNTROWS( 'Dates' ), ALL( 'Dates' ),

VALUES( 'Dates'[Year Month] ) )

VAR CurrentMonth = SELECTEDVALUE( 'Dates'[Year Month] )

VAR MonthlyBudgetAmounts = CALCULATE( [NonlinearBudgetAmt],

TREATAS( VALUES ( Dates[Year Month] ), 'Nonlinear Budget Table'[YearMonth] ) )

RETURN

IF ( OR( HASONEVALUE( 'Dates'[Date] ), HASONEVALUE ( 'Dates'[Month Year] ) ),

DIVIDE ( DayInContext, DaysInMonth, 0 ) * MonthlyBudgetAmounts, [NonlinearBudget])

BudgetAllocation 2 =

VAR MaxYearMonth = MAX('Dates'[Year Month])

VAR DayInContext = CALCULATE(COUNTROWS('Dates'),

ALL('Dates'),'Dates'[Year Month] = MaxYearMonth )

VAR DaysInMonth = CALCULATE( COUNTROWS( 'Dates' ),

ALL( 'Dates' ), VALUES( 'Dates'[Month Year] ) )

VAR CurrentMonth = SELECTEDVALUE( 'Dates'[Year Month] )

VAR MonthlyBudgetAmounts = CALCULATE( [NonlinearBudgetAmt],

TREATAS( VALUES ( Dates[Year Month] ), 'Nonlinear Budget Table'[YearMonth] ) )

RETURN 

IF ( OR( HASONEVALUE( 'Dates'[Date] ), HASONEVALUE ( 'Dates'[Month Year] ) ),

DIVIDE ( DayInContext, DaysInMonth, 0 ) * MonthlyBudgetAmounts, [NonlinearBudgetAmt])

 

BudgetAllocation 3 =

VAR MaxDayMonth = MAX('Dates'[Date])

VAR MaxYearMonth = MAX('Dates'[Year Month])

VAR AllDates = ALL(Dates)

VAR DayInContext = CALCULATE(COUNTROWS('Dates'),

ALL('Dates'),'Dates'[Year Month] = MaxYearMonth && 'Dates'[Date] <= MaxDayMonth )

VAR DaysInMonth = CALCULATE( COUNTROWS( 'Dates' ),

ALL( 'Dates' ), VALUES( 'Dates'[Month Year] ) )

VAR CurrentMonth = SELECTEDVALUE( 'Dates'[Year Month] )

VAR MonthlyBudgetAmounts = CALCULATE( [PossSol2],

TREATAS( VALUES ( Dates[Year Month] ), 'Nonlinear Budget Table'[YearMonth] ) )

RETURN

IF ( OR( HASONEVALUE( 'Dates'[Date] ), HASONEVALUE ( 'Dates'[Month Year] ) ),

DIVIDE ( DayInContext, DaysInMonth, 0 ) * MonthlyBudgetAmounts, [NonlinearBudgetAmt])

 If anyone knows how to make BudgetAllocation cumulative, let me know.

Thanks!

[Anonymous]

Hi @v-tangjie-msft ,

Thank you for your response, but that assumes that the budgets are linear. We can assume that the budget is linear within each day of the month, but each month has a different budget. 

These are roughly the formulations I'm looking for:

From my second screenshot in my original post you can see the [BudgetAllocation] measure provides the daily budget for each month (shown as [April Daily Budget] in the screenshot above). [BudgetAllocation 3] does basically what [Cumulative April Daily Budget] does, but doesn't consider the months prior. 

Date	BudgetAllocation	BudgetAllocation 2	BudgetAllocation 3	CumulativeBudgetAllocation
1-Apr-22	655.68	12457.87	655.68	655.68
4-Apr-22	655.68	12457.87	1311.36	1311.36
5-Apr-22	655.68	12457.87	1967.03	1967.04
6-Apr-22	655.68	12457.87	2622.71	2622.72
7-Apr-22	655.68	12457.87	3278.39	3278.4
8-Apr-22	655.68	12457.87	3934.07	3934.08
11-Apr-22	655.68	12457.87	4589.74	4589.76
12-Apr-22	655.68	12457.87	5245.42	5245.44
13-Apr-22	655.68	12457.87	5901.1	5901.12
14-Apr-22	655.68	12457.87	6556.78	6556.8
19-Apr-22	655.68	12457.87	7212.45	7212.48
20-Apr-22	655.68	12457.87	7868.13	7868.16
21-Apr-22	655.68	12457.87	8523.81	8523.84
22-Apr-22	655.68	12457.87	9179.49	9179.52
25-Apr-22	655.68	12457.87	9835.16	9835.2
26-Apr-22	655.68	12457.87	10490.84	10490.88
27-Apr-22	655.68	12457.87	11146.52	11146.56
28-Apr-22	655.68	12457.87	11802.2	11802.24
29-Apr-22	655.68	12457.87	12457.87	12457.92
2-May-22	608.2	12772.28	608.2	13066.12
3-May-22	608.2	12772.28	1216.41	13674.32
4-May-22	608.2	12772.28	1824.61	14282.52
5-May-22	608.2	12772.28	2432.82	14890.72
6-May-22	608.2	12772.28	3041.02	15498.92
9-May-22	608.2	12772.28	3649.22	16107.12
10-May-22	608.2	12772.28	4257.43	16715.32

I'm looking for the [CumulativeBudgetAllocation]. I've highlighted where [BudgetAllocation3] and what I'm looking for start to differ on the first workday of May (2-May-22).

[v-tangjie-msft]

Hi @Anonymous , 

According to your description, you want to You want to accumulate calculations [Budget]. Here are my steps you can follow as a solution. 

(1)My test data comes from the example data you provided in the previous post. Re: Nonlinear Budget Release Measure - Microsoft Power BI Community 

(2)We can create a measure.  

BudgetAllocation =  

var _slice=SELECTEDVALUE('Dates'[DateKey]) 

var _table=FILTER(ALL('Budget Table'),'Budget Table'[DateKey] <= _slice) 

return 

SUMX(_table,'Budget Table'[Budget ]) 

(3)Then the result is as follows. 

If this method does not meet your needs, you can provide us with detailed input and output examples in tabular form so that we can better solve the problem for you. 

Best Regards, 

Neeko Tang 

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