Using DAX calculation how to calculate monthly budget till today in power bi Desktop

Question

Can someone suggest a sample DAX calculation formula where calculate monthly budget will be added?

Answer 1

You can make use of this:

MTD Budget = SUMX(Budget,
                  Budget[Budget] *
                  IF(MONTH(TODAY()) <= MONTH(Budget[PostDate], 1, BLANK()) *
                  IF(MONTH(TODAY()) = MONTH(Budget[PostDate]),
                     DIVIDE(DAY(TODAY()), DAY(EOMONTH(Budget[PostDate],0))), 1))

To avoid duplicating tables, use a Star Schema with fact tables for detailed data and dimension tables for summary data. You can also create aggregated tables using DAX and apply Row-Level Security (RLS) for user-specific data access.

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