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Helper II
Helper II

Remainder budget for the rest of the year

Is there any Dax already built in to calculate the reminder of the year budget? For example, I want to be able to say what is my year to date Revenue in one column and then show the remainder revenue target for the year and calculate a ratio or %age for it. That way, I will be able to show what percentage or value is still left to be generated (or spent in the case of expenditure).

1 ACCEPTED SOLUTION
Continued Contributor
Continued Contributor

@Jawed

 

You could take a running total dax logic and use it a numerator and your yearly budget as a denominator

   ***  you will need a date/calendar table for this to work.
   *** use this measure with date / month / quarter as your row headers

 

Budget Remainder % =
VAR Numerator =
    CALCULATE (
        [Sales Amount],
        FILTER ( ALL ( 'Date' ), 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
VAR Denominator =  SUM ( Budget[Budget] )
RETURN
   1-DIVIDE ( Numerator, Denominator, 0 )  // this should give you a remainder ratio 

 

N -

View solution in original post

2 REPLIES 2
Continued Contributor
Continued Contributor

@Jawed

 

You could take a running total dax logic and use it a numerator and your yearly budget as a denominator

   ***  you will need a date/calendar table for this to work.
   *** use this measure with date / month / quarter as your row headers

 

Budget Remainder % =
VAR Numerator =
    CALCULATE (
        [Sales Amount],
        FILTER ( ALL ( 'Date' ), 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
VAR Denominator =  SUM ( Budget[Budget] )
RETURN
   1-DIVIDE ( Numerator, Denominator, 0 )  // this should give you a remainder ratio 

 

N -

View solution in original post

Thank you @nickchobotar

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