I’ve watched a lot of Sam’s tutorials on Budgeting. It has been extremely useful. Although in all of his examples, he sets a Budget, but then the comparison of Budget V Actual is already complete at end of year. I’m wanting to compare Budget V Actual, at any point in time to see how you are tracking (Further drill down by Product to see where budget is not being reached). You obviously get a reasonable visualisation of this with Cumulative Budget and Cumulative Sales on a line graph.
So to calculate Total Sales to Date.
= IF(LASTDATE( Dates[Date] ) > TODAY(), BLANK(), SUM(‘Sales’[Net Amount]) )
But then I cannot do the same for my 2018 Budget, as obviously there is transactions all the way through the 2018 FY period in this table. So I need the Budget to date … Having some trouble getting this outcome.
I can use month filters to get end of month differences, but prefer something dynamic at any point in time.
Any help would be great.