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fjmontes
Frequent Visitor

DAX formula to calculate Allocated Revenue based on last year total revenue

I want to create a DAX formula as follows 

 

I have 4 columns Deal#, Unit, Year, Proposed Budget.  I want to allocate revenue based on the % increase between last year total proposed budget and this year propose budget.

 

Say 

2017 Proposed Budget was $115,000 and

2018 Proposed Budget was $125,000

 

% increase is 8.70%

(125000-115000)/115000

 

Now, for 2018 I have to allocate revenue as follows

 

(1 + 0.0870) * 2018 Proposed Budget 

1.0870 * Each unit proposed budget

 

I tried this but it did not work.  I have many deals 

 

Created four measures

 

1)

  TotalProposedBudget = SUM(Contract[ProposedBudget])

 

2) 

TotalProposedBudgetLY= CALCULATE(Contract[TotalProposedBudget],SAMEPERIODLASTYEAR(Contract[contractenddate].[Date]))
 
3)
Delta TY & LY = [TotalProposedBudget ] - [TotalProposedBudgetLY]
 
4)
% Delta = [Delta TY & LY] / [TotalProposedBudget ]
 
The calculation is done at the row level.  It is not an aggregate of the Total for the year.  Please help

 

Annotation 2019-08-22 093858.png

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