Calculating a Ratio based on Current Day of Month
Hello, The client would like to view forecasted, budgeted and PY data based on a ratio that takes into account current day of the month for Periodic and YTD data. Below, is a functioning calc. ...
I've come up with a solution, and it was neither of the options above. More similar to option 2, but still different.
Essentially, I wanted to stay within the same period, not reading prior (where extra logic would be necessary in M1). So, I am essentially subtracting the periodic difference from the YTD amount.
E.g.
Budget YTD Amt = 100
Budget Per Amt = 10
Period Ratio = .70
Budget Calc Amt (Budget Per Amt * Period Ratio) = 7
Budget Per Amt - Budget Calc Amt = 3
Budget YTD Amt - 3 = 97
