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jonask Frequent Visitor
Frequent Visitor

Formula to compare numbers based on intervals and specific dates.

We need to compare the budget figures and the actual revenue. In relation with this, we have the following problems:

- The budget is based on an interval monthly.

- The actual revenue is based on specific dates.

 

How can we compare the columns?

 

Additionally, we would like to make a column accumulating the budget figures. So we will be able to identify wether the budget is achieved or not.

 

Budget:

budget.PNG

 

Revenue:
Capture1.PNG

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Formula to compare numbers based on intervals and specific dates.

Hi @jonask,

 

To create a calculated column using the formula in Budget Table.

 

Column = var actual = CALCULATE(SUM(Revenue[Amount]),FILTER(ALL(Revenue),Revenue[Date]>=Budget[FromDate] && 'Revenue'[Date]<=Budget[ToDate]))
return
IF(ISBLANK(actual),BLANK(),IF(actual>='Budget'[AmountDefaultCurrency],"achieved","not achieved"))

Capture.PNG

 

For more details, please check the pbix as attched.

 

Regards,

Frank

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 REPLIES 2
Community Support Team
Community Support Team

Re: Formula to compare numbers based on intervals and specific dates.

Hi @jonask,

 

To create a calculated column using the formula in Budget Table.

 

Column = var actual = CALCULATE(SUM(Revenue[Amount]),FILTER(ALL(Revenue),Revenue[Date]>=Budget[FromDate] && 'Revenue'[Date]<=Budget[ToDate]))
return
IF(ISBLANK(actual),BLANK(),IF(actual>='Budget'[AmountDefaultCurrency],"achieved","not achieved"))

Capture.PNG

 

For more details, please check the pbix as attched.

 

Regards,

Frank

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Community Support Team
Community Support Team

Re: Formula to compare numbers based on intervals and specific dates.

Hi @jonask,

 

Does that make sense? If so, kindly mark my answer as the solution to close the case please. Thanks in advance.

 

Regards,
Frank

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.