Calculating and allocating budget monthly

[jas2728]

Hello community, I am attempting to calculate budget which is given on a yearly plan against the sales month wise.
                                                                                                                            Expected Result:

  Budget table                                                                                                       

Is there a way to allocate the budget,  from date range to each of the monthly figures on actual sales?

Sales Table

 

 Thanks!!

[v-juanli-msft]

Hi @jas2728

Does their suggestion really help you?

If it helps you, could you kindly accept it as a solution, if not, feel free to ask me.

Best Regards

Maggie

[Ashish_Mathur]

Hi,

Download my PBI file from here.

[GilbertQ · Accepted solution]

Hi there

Please find below what I did

I created a relationship between the tables using the Customer

I then created the following measure:

New Buget = 
DIVIDE ( SUM ( Budget[Budget] ), SUM ( Budget[Months] ) )

I then created the following table below where i used the date from the Sales Table