YTD Budget based on Expenses related month

DAX DAX Calculations
1

I need help because I’m stuck in a calculation that seems to be simple but I can not find the solution
I have 2 tables (Actual Expenses and Budget) related to a date table and one with accounting codes, but not related to each other
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My problem is this:

I want to show the YTD Budget but not selecting any month.
In the case of Actual Expenses, I can present Actual YTD without any difficulty, but in the case of the Budget, it always presents the total of the year.

Is there a simple process for the YTD Budget to be for the same period of the Actual Expenses?

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2

It would always be helpful to see the actual measures, as that is likely the issue here.

I have created a simple technique to solve something like this that I believe would help here.

Check out the below and see if this can work with your formula.

3

HI Sam

Many thanks for the information.
I’m using more or less your suggestion

_Cumulative Expenses = _
_IF(ISBLANK([Expenses]);_
_BLANK();_
_CALCULATE([Expenses];_
_    FILTER(ALLSELECTED(Calendario);_
_        Calendario[Date]<=MAX(Calendario[Date]))))_

But I only can get the results for the actual expense, does not apply to the budget, and I do not understand why.

In your example, is more or less the same, it work only for the Cumulative Totals, but not for the Cumulative Budget, as I understood, or I’m not correct?

4

Additional information

I try your solution and also some variations

I get in a table what I want, but when I use a card, I get always the total

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5

Hi,

Thanks to your videos and teachings, I get what I want.
Probably is not the best way, but fit my needs

And because maybe someone have the same problem, I share my solution
This is a measure to define which are the actual month with expenses
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Based on that I get this:

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Anyhow, many thanks for the support