Actual YTD vs Planned Year Figures

[Creative_tree88]

Hi - I have the following which I'm trying to work out...I need to show a nice bar chart which shows where we are in terms of actual activity vs where we are currently against plan, for the same month in quesiton.  Obviously our plan goes up to month 12, but this cannot be included when comparing where we are cumulatively in the year against plan.

I've shown, below, the data I'm dealing with (sample) and also to the right what I currently get with basic count, vs what I need to show.  I'd like to do this in a calculated measure so that every time we enter a new month, it re-calculates and compares against the YTD plan too:

Source	Month	MMM	Activity		What happens at moment:
Plan	1	Apr	2102		Year To Date
Plan	2	May	2039		Plan	30,305
Plan	3	Jun	2019		Actual	25,537
Plan	4	Jul	2912
Plan	5	Aug	2900
Plan	6	Sep	2821
Plan	7	Oct	2839
Plan	8	Nov	2891		What I need it to be:
Plan	9	Dec	2981		Year To Date
Plan	10	Jan	2258		Plan	25,762
Plan	11	Feb	2173		Actual	25,537
Plan	12	Mar	2370
Actual	1	Apr	2077
Actual	2	May	2014
Actual	3	Jun	1994
Actual	4	Jul	2887
Actual	5	Aug	2875
Actual	6	Sep	2796
Actual	7	Oct	2814
Actual	8	Nov	2866
Actual	9	Dec	2956
Actual	10	Jan	2258

Many thanks for your help!

Kind regards

[Anonymous · Accepted solution]

Hi @Creative_tree88 ,

I have created a simple sample, please refer to my pbix file to see if it helps you.

Create a measure.

Measure =
VAR _month =
    DAY ( TODAY () )
VAR _endday =
    DAY ( EOMONTH ( TODAY (), 0 ) )
VAR _maxactual =
    MAXX ( FILTER ( ALL ( 'Table' ), 'Table'[Source] = "Actual" ), 'Table'[Month] )
VAR _re =
    IF (
        _month < _endday,
        CALCULATE (
            SUM ( 'Table'[Activity] ),
            FILTER (
                ALL ( 'Table' ),
                'Table'[Source] = SELECTEDVALUE ( 'Table'[Source] )
                    && 'Table'[Month] <= _maxactual
            )
        ),
        CALCULATE (
            SUM ( 'Table'[Activity] ),
            FILTER (
                ALL ( 'Table' ),
                'Table'[Source] = SELECTEDVALUE ( 'Table'[Source] )
                    && 'Table'[Month] < _maxactual
            )
        )
    )
RETURN
    _re

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Community Support Team _ Polly

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