Measure switch between actuals and forecast for selected period and beyond

[chrisphil]

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,

[Jihwan_Kim · Accepted solution]

Hi,

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

[chrisphil]

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.