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I have a date table where one column is all dates, another column is titled "working days" which has a 1 on business days and a 0 on weekends and holidays.
I have a budget table that has 12 rows. One column is titled date which has rows like this 1/1/2106, 2/1/2016, 3/1/2016..... Another column is titled "Budgeted Margin $", which has a total monthly budget number. I want to build a chart like attached. the red line represents the daily goal to hit the monthly budget and the black line represents the MTD actual.
My issue is the red line. I believe I need to add a column to my date table with something like this "Daily MTD Budget = sum(budget[Budgeted margin $])/sum(date[working days])............ and the column would of course divide the monthly budget number by the amount of working days in that month and do a running MTD budget number for each working day.
I hope this makes since.
@Anonymous
According to your description, you have monthly budget target, now you want to create MTD daily target. Right?
In this scenario, I suggest you add a month column in both tables. Then build relationship on month column (Many to one).
In date table, add a calculated column for Current Month Target.
Current Month Target = IF('Table'[WorkingDay]=1,RELATED(Table1[MonthlyBudget]),0)
Then add a calculated column for Daily Target.
Daily Target = 'Table'[Current Month Target]/CALCULATE(SUM('Table'[WorkingDay]),ALLEXCEPT('Table','Table'[Month]))
Now you can create a measure to calculate MTD.
MTD target = TOTALMTD(SUM('Table'[Daily Target]),'Table'[Date])
The result looks like below:
Thank you for your help on this. This is what I have so far. I'm on the step of adding a calculated column to my DateDimension table.......
Current Month Target = IF('Table'[WorkingDay]=1,RELATED(Table1[MonthlyBudget]),0)
.........but after ,RELATED(..............it's not allowing me to enter the 'Budget' table.
His formula needs to include the two tables' relationship columns, I had same type of issue with working with two tables and their columns in a formula.
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