Measure switch between actuals and forecast for selected period and beyond

chrisphil — Fri, 10 Mar 2023 14:23:29 GMT

Hello everyone,

Can you please support me in creating the following measures.

I want to make a matrix showing the 12 Fiscal Periods of the selected Fiscal Year, and have an additional column for YTD. I want to let the user select the Fiscal Year and the Period via 2 separate slicers.

Example

I made a very simple pbix : Measure swith between Actuals and Forecast.pbix

In my example, the fiscal year starts on the 1st of October and ends the 30th of September.
The actuals sales per month = 100 and the forecasted sales per month = 150.
If the user selects Fiscal Year = 2022 and Fiscal Period = P05 Feb, I would like to show the actuals from P01 Oct to P05 Feb, and the forecasted sales from P06 Mar onwards.
In addition I would like to add a YTD Actuals calculated accordingly

The slicers

I have tried many different ways, without success, I would be grateful if you could help on this one.

Kind Regards,

Re: Measure switch between actuals and forecast for selected period and beyond

Jihwan_Kim — Sun, 12 Mar 2023 06:54:56 GMT

Hi,

I am not sure if I understood your question correctly, but please check the attached file.

Re: Measure switch between actuals and forecast for selected period and beyond

chrisphil — Sun, 17 Nov 2024 07:17:57 GMT

Hello Jihwan,

Many years later, I owe you an apology for not getting back you, and a huge thanks for the solution you have provided.

topic Measure switch between actuals and forecast for selected period and beyond in DAX Commands and Tips

Measure switch between actuals and forecast for selected period and beyond

Re: Measure switch between actuals and forecast for selected period and beyond

Re: Measure switch between actuals and forecast for selected period and beyond