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Anonymous
Not applicable

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
v-frfei-msft
Community Support
Community Support

Hi @Anonymous,

 

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 others find it more quickly.

View solution in original post

2 REPLIES 2
v-frfei-msft
Community Support
Community Support

Hi @Anonymous,

 

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 others find it more quickly.
v-frfei-msft
Community Support
Community Support

Hi @Anonymous,

 

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 others find it more quickly.

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