sum of of data for a specific months with current data only

[Roveqz]

Hi,

 I have the following data below

DATE                      BUDGET        ACTUAL

1/25/2021             192.65           110.86

2/25/2021              192.65           177.27

3/25/2021              71.88             113.78

4/25/2021               79.58             127.44

5/25/2021               77.01             127.36

6/25/2021              77.57

Now i would like to get the percentage of  Actual data vs Budget Data for 1 to 5 only. which is 107%

My current formula is (SUM({<[MONTH <= MONTH(DATE)>} ACTUAL)/SUM({<[MONTH <= MONTH(DATE)]>} BUDGET)

but my result seems is not equal to 107%..

Appreciate your help.

[Digvijay_Singh · Accepted solution]

Your set expression format is wrong, if you want to check if your month in the date is less than Month of today's date you should try something like this, but not sure if you got month field in your data or not.

(SUM({<[MONTH] = {"<$(=MONTH(Today()))"}>} ACTUAL)/SUM({<[MONTH] = {"<$(=MONTH(Today()))"}>}BUDGET)

Or if I just use your sample data, this could also work - 

Sum({<ACTUAL = {"=Len(ACTUAL)>0"}>}ACTUAL)/Sum({<ACTUAL = {"=Len(ACTUAL)>0"}>}BUDGET)

[Roveqz]

Thanks... It works perfectly!