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Brookied
Helper I
Helper I

Summerize project Budget spanning years?

Hi Guys, 

Having a mare with this one and just cannot get to work.  

 

I have a table of data where each project has allocated budget value. this in turn will be used between two dates (10-12-2018 > 31-03-2023)   and display the breakdown of the budget between 2018/19/20/21/22/23)  so i need to find the  total months the project spans  (Acutal Start > Actual End)  but summerize each year  as per below screen grab.

 

I had a  created a Date table and fact table and crossjoined

with below dax  which works but created a monthly total on every line  for each day of the month, which i think is being used in summation and inflating the totals i am looking for

 

Below we have the details

From the 'Grant Table' the Acutal Start and End dates

Original Agreement Amount is 14,102,475

Brookied_0-1617980768306.png

I want to achive this below

Brookied_0-1617981583155.png

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

How did you arrive at the figures in the last table of your original post.  Between 10/12/2018 and 31/3/2023, there are 1,573 days.  Between 10/12/2018 and 31/12/2018, there are 22 days.  The proportionate agreement value to be booked in 2018 should be 14,102,475/1,573*22 = 197,237.41.  How did you arrive at 271,201.44 for 2018?


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Jihwan_Kim
Super User
Super User

Hi, @Brookied 

Please correct me if I wrongly understood your question.

I have created my own sample, and please check the below picture and the link down below.

All measures are in the sample pbix file, and I hope you can easily follow my steps on how I created the below table.

 

Picture1.png

https://www.dropbox.com/s/cn7icn2i834ykh8/brookied.pbix?dl=0 

 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


amitchandak
Super User
Super User

Thanks a million, thats what i needed, manage to adjust a couple of things in teh dax and get the table i needed to reflect yearly project potential spend.   exacly what was needed. 

 

 

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