Comparing budget data to actual data

[yung_hoocher]

Hey PBI Community, 

First time poster here - although I have been enjoying your forum as a reader previously. 

I'm trying to create a PBI visual that uses the clustered columns visual to display:

- Months (Jan-Dec) on the X-Axis

- Amount (0-40K) on the Y-axis

- Columns on the x-axis showing budgeted figures vs actual figures

My data source can be found in Excel, where I have three tables:

- Budget figures on a monthly basis

- Account numbers and account names

- Expenses on a rolling basis, tied to different accounts based on the expense

I have successfully created the visual but have encountered a (probably) simple problem. 
If I add a $1000 expense to January, it is also added to all of the other months. 

How do I prevent the data from being cumulative?

Pic for reference

[amitchandak]

@yung_hoocher , If you have used

Sum(Table[Actual Amount]) , then it will not be cumulative

if you use

calculate(Sum(Table[Actual Amount]), datesytd('Date'[Date]))

it will be be cumulative

If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

[yung_hoocher]

Thank you for your guidance. 

I don't think I am knowledgeable enough to properly test your solution. 
Since I am a new user I cannot attach the file here.

Here's a link though: https://we.tl/t-5JmJoF5b5A

Thanks

[v-janeyg-msft]

Hi, @yung_hoocher 

I checked your sample file and didn't see the code for 'add 1000'. What does it mean? I don't know what data you want to change.

If you can explain clearly, I think this problem will be solved well.

Best Regards,
Community Support Team _ Janey

[yung_hoocher]

Thank you for your guidance. 

I don't think I am knowledgeable enough to properly test your solution. 
Since I am a new user I cannot attach the file here.

Here's a link though: https://we.tl/t-5JmJoF5b5A

Thanks