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jas2728 Frequent Visitor
Frequent Visitor

Calculating and allocating budget monthly

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

 

Capture3.PNG  Budget table                                                                                                       
Capture1.PNG

 

 

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

Sales Table

 

Capture2.PNG 

 

 

 

 

 

 

 

 

 Thanks!!

 

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Calculating and allocating budget monthly

Hi there

 

Please find below what I did


I created a relationship between the tables using the Customer

 

image.png

 

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

 

image.png

 

 



Did I answer your question? Mark my post as a solution!

"Proud to be a Datanaut!"
3 REPLIES 3
Super User
Super User

Re: Calculating and allocating budget monthly

Hi there

 

Please find below what I did


I created a relationship between the tables using the Customer

 

image.png

 

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

 

image.png

 

 



Did I answer your question? Mark my post as a solution!

"Proud to be a Datanaut!"
Super User
Super User

Re: Calculating and allocating budget monthly

Hi,

 

Download my PBI file from here.

Highlighted
Community Support Team
Community Support Team

Re: Calculating and allocating budget monthly

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