DAX Help count weeks over forecast

[Si_7777]

Wonder if anyone can help.

I made a graph of sales vs fc vs stretch (stretch being above fc).  I have written a measure to colour code bars according to over fc or over stretch value.  I thought it be nice to have a card stating X week count over FC, how would I achieve this?

[v-saisrao-msft]

Hi @Si_7777,

Have you had a chance to review the solution we shared by @rohit1991 @johnbasha33 ? If the issue persists, feel free to reply so we can help further.

Thank you.

[rohit1991]

Hi @Si_7777

Yes, you can create a DAX measure to count the number of weeks where actual sales exceeded forecast values, and display it in a card visual. Assuming your dataset has a Week column and columns for Actual sales and Forecast Sales, you can use the following measure:

Weeks Over Forecast = CALCULATE(COUNTROWS(VALUES('SalesData'[Week])), FILTER(VALUES('SalesData'[Week]), CALCULATE(SUM('SalesData'[Actual Sales])) > CALCULATE(SUM('SalesData'[Forecast Sales]))))

This measure works by evaluating each unique week and counting only those where the total actual sales are greater than forecasted sales. It handles filter context correctly, works with slicers, and avoids issues caused by repeated weeks or row-by-row comparison making it a reliable solution for weekly-level reporting.

[johnbasha33 · Accepted solution]

Hi @Si_7777  

ou can create a DAX measure to count the number of weeks where actual sales exceeded forecast (FC), and display that in a Card visual.

Option A: If your dataset is at week level

Weeks Over FC =
COUNTROWS(
FILTER(
VALUES(Sales[Week]),
CALCULATE(SUM(Sales[Actual])) > CALCULATE(SUM(Sales[Forecast]))
)
)

Option B: If your dataset is at daily level, group by week:

Weeks Over FC =
COUNTROWS(
FILTER(
SUMMARIZE('Date', 'Date'[Week Start], "ActualSales", CALCULATE(SUM(Sales[Actual])), "ForecastSales", CALCULATE(SUM(Sales[Forecast]))),
[ActualSales] > [ForecastSales]
)
)

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[Si_7777]

Thank you, I wasnt using summerize.  I have date table by day, sales fact, and forecast fact all joining by each day date.  Option B worked for me.

Is there a way to see the result that summerize would produce (The expression refers to multiple columns. Multiple columns cannot be converted to a scalar value.)  Just to aid my understanding of that function.