Full Year Projection

[kristel_tulio]

Hi, I would like to ask your help in getting 

Full year projection = Current year actuals for selected months + prior year actuals for the months which have not been selected.

I have this measure "P & L Value" to be used in calculation.

I'm using the Date table for the dates

Example:

This Year we have January - May values selected then will add to last year months that is not selected on my date slicer

If you have any suggestion how to do it.

[some_bih]

Hi @kristel_tulio  show me with your data what do you expect (wanted data amounts) so I can check that.

PS I will be busy in the next days so maybe you will wait my respond (for days) 🙂

[kristel_tulio]

Hi @some_bih ,

Thank you for helping! I would like to show the values based on the current year selected month instead of MTD. plus the previous year months that was not selected.

If I selected the months this year January to May in the slicer, then it adds the preious years month that was not selected. And I want to show it in card visual

[some_bih]

Hi @kristel_tulio   I created Excel from your picture data and following measures:

Adjust "Sheet9" to your table

1. M_P&L = SUM(Sheet9[P&L Value])

2. P&L_MTD =

    CALCULATE([M_P&L],

    DATESMTD('Date'[Date]

    )

)

3. P&L_YTD =

    CALCULATE([M_P&L],

    DATESYTD('Date'[Date]

    )

)

4. M_MTD_Previous_Year =

    CALCULATE([M_P&L],

        CALCULATETABLE(

            DATEADD('Date'[Date],-12,MONTH)

    )

)

5. Full Year Projection =

VAR _ytd_pl=[P&L_YTD]

VAR _mtd_pl=[P&L_MTD]

VAR _mtd_prev_year=[M_MTD_Previous_Year]

VAR _previousmonth=max(Sheet9[DatesFullYearProjection])

VAR _Result=

IF(

    ISBLANK(_mtd_pl),

        _ytd_pl+_mtd_prev_year,

    _ytd_pl

)

RETURN _Result

I hope this is ok for you.

[kristel_tulio]

Hi @some_bih 
Can we tweak this if I need the values based on selected slicer?