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rachaelwalker
Resolver III
Resolver III

Show value in card visual for future month and only that month

I have a calendar table and forecast revenue table. I have a measure that sums the revenue for each month. I am looking for a measure that I can plug into a card visal that will show the value for 2 months ahead from TODAY() date but only the value for that month.

 

here is sample data

YearMonthProjected P&L
2024January$3,237,741.35
2024February$3,398,590.01
2024March$2,790,282.85
2024April$3,062,162.02
2024May$4,123,657.83
2024June$4,697,926.64
2024July$4,927,391.45
2024August$3,057,279.58
2024September$1,336,335.51
2024October$1,224,933.53
2024November$1,362,848.26
2024December$1,374,464.65

 

Expected Results

rachaelwalker_0-1711998520775.png

 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure how your semantic model looks like, but I tried to create a sample pbix file like below.

Please check the below picture and the attached pbix file.

 

Jihwan_Kim_0-1712002294379.png

 

 

Jihwan_Kim_1-1712002752175.png

 

Expected result measure: = 
VAR _expectedresultmonthend =
    EOMONTH ( TODAY (), 2 )
RETURN
    CALCULATE (
        [Projected P&L:],
        calendar_dim[Year-Month sort] = _expectedresultmonthend
    )

 

 

OFFSET function (DAX) - DAX | Microsoft Learn

 

Expected result measure v2: =
VAR _thismonthend =
    EOMONTH ( TODAY (), 0 )
VAR _t =
    ADDCOLUMNS (
        SUMMARIZE (
            calendar_dim,
            calendar_dim[Year-Month],
            calendar_dim[Year-Month sort]
        ),
        "@expectedresult",
            CALCULATE (
                [Projected P&L:],
                OFFSET (
                    2,
                    ALL ( calendar_dim[Year-Month sort], calendar_dim[Year-Month] ),
                    ORDERBY ( calendar_dim[Year-Month sort], ASC )
                )
            )
    )
RETURN
    SUMMARIZE (
        FILTER ( _t, calendar_dim[Year-Month sort] = _thismonthend ),
        [@expectedresult]
    )

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

Hi,

I am not sure how your semantic model looks like, but I tried to create a sample pbix file like below.

Please check the below picture and the attached pbix file.

 

Jihwan_Kim_0-1712002294379.png

 

 

Jihwan_Kim_1-1712002752175.png

 

Expected result measure: = 
VAR _expectedresultmonthend =
    EOMONTH ( TODAY (), 2 )
RETURN
    CALCULATE (
        [Projected P&L:],
        calendar_dim[Year-Month sort] = _expectedresultmonthend
    )

 

 

OFFSET function (DAX) - DAX | Microsoft Learn

 

Expected result measure v2: =
VAR _thismonthend =
    EOMONTH ( TODAY (), 0 )
VAR _t =
    ADDCOLUMNS (
        SUMMARIZE (
            calendar_dim,
            calendar_dim[Year-Month],
            calendar_dim[Year-Month sort]
        ),
        "@expectedresult",
            CALCULATE (
                [Projected P&L:],
                OFFSET (
                    2,
                    ALL ( calendar_dim[Year-Month sort], calendar_dim[Year-Month] ),
                    ORDERBY ( calendar_dim[Year-Month sort], ASC )
                )
            )
    )
RETURN
    SUMMARIZE (
        FILTER ( _t, calendar_dim[Year-Month sort] = _thismonthend ),
        [@expectedresult]
    )

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

@Jihwan_Kim the first measure worked perfectly. Thank you!!

 

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