DAX variable how to

Hi Anonymous ,

According to your description, here's my solution.

1. Create a Month table. Sort Month column by MonthNo column.

2.Create a measure.

Sales =
IF (
    MAX ( 'Month'[MonthNo] ) <= SELECTEDVALUE ( 'Date'[Month] ),
    MAXX (
        FILTER ( Actual, MONTH ( 'Actual'[Date] ) = MAX ( 'Month'[MonthNo] ) ),
        'Actual'[YTD]
    ),
    IF (
        MAX ( 'Month'[Month] ) <> "Total Year",
        MAXX (
            FILTER (
                'Forecast',
                'Forecast'[ActMth] = SELECTEDVALUE ( 'Date'[Month] )
                    && MONTH ( 'Forecast'[Date] ) = MAX ( 'Month'[MonthNo] )
            ),
            'Forecast'[Value]
        ),
        SUMX (
            FILTER ( Actual, MONTH ( 'Actual'[Date] ) <= SELECTEDVALUE ( 'Date'[Month] ) ),
            'Actual'[YTD]
        )
            + SUMX (
                FILTER (
                    'Forecast',
                    'Forecast'[ActMth] = SELECTEDVALUE ( 'Date'[Month] )
                        && MONTH ( 'Forecast'[Date] ) > SELECTEDVALUE ( 'Date'[Month] )
                ),
                'Forecast'[Value]
            )
    )
)

Put Month column from Month table in Matrix column and the measure in values, get the result:

I attach my sample below for your reference.

Best regards,

Community Support Team_yanjiang

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