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B_Ed1978
New Member

totals help

Hi There I have a measure where if I don't have an actual I use a forecast, this measure works well at the monthly level , but I am not sure why I can't get my total to work.  Actuals - $8,335,806 (Jul to Oct), Forecast - $19,854,201 (Nov to Jun) Total should be $28,190,007 for col ACT/FCT

 

My formula is 

ACT / FCT =
var actuals = sumx('FY23 Data','FY23 Data'[ACT])
var forecast = sumx('FY23 Forecast','FY23 Forecast'[FCT])
var result = if(actuals=blank(),forecast,actuals)
return
result
B_Ed1978_0-1668743190409.png

 

Thanks All

 
1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure how your datamodel looks like, but please try something like below whether it suits your requirement.

 

ACT / FCT =
SUMX (
    DISTINCT ( 'TableName'[Period Month] ),
    CALCULATE (
        IF (
            SUMX ( 'FY23 Data', 'FY23 Data'[ACT] ) = BLANK (),
            SUMX ( 'FY23 Forecast', 'FY23 Forecast'[FCT] ),
            SUMX ( 'FY23 Data', 'FY23 Data'[ACT] )
        )
    )
)

 

 


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

4 REPLIES 4
Greg_Deckler
Community Champion
Community Champion

@B_Ed1978 Posting so hopefully you will vote for the idea.

First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8



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Jihwan_Kim
Super User
Super User

Hi,

I am not sure how your datamodel looks like, but please try something like below whether it suits your requirement.

 

ACT / FCT =
SUMX (
    DISTINCT ( 'TableName'[Period Month] ),
    CALCULATE (
        IF (
            SUMX ( 'FY23 Data', 'FY23 Data'[ACT] ) = BLANK (),
            SUMX ( 'FY23 Forecast', 'FY23 Forecast'[FCT] ),
            SUMX ( 'FY23 Data', 'FY23 Data'[ACT] )
        )
    )
)

 

 


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.

Thankyou so much this worked 👍

amitchandak
Super User
Super User

@B_Ed1978 , try like

 

ACT / FCT =
var actuals = sumx('FY23 Data','FY23 Data'[ACT])
var forecast = sumx('FY23 Forecast','FY23 Forecast'[FCT])
var result = sumx(Values(Table[Period]) , calculate( if(actuals=blank(),forecast,actuals)) )

return
result

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