Actuals and Forecast in a Matrix

[miii]

Hi -

Trying to come up with a measure syntax to display Actuals and Forecast number in a matrix. Please assist with the correct DAX measure syntax. Currently, it's showing "$0" amounts for future months.

I'm using this:

Actuals Forecast:=

if(
	VALUES('Calendar'[Month]) <= Month(Today()),
	[Labor Actuals],
	[Actuals/Forecast]

)

[akramayman]

I have almost the same problem but i cant solve it any help 

this is my data model where the base has the Unique value ID from the 3 data table 

 my problem I create a matix visual that has value for first 3 month I need to calculate the forcasting for other month where the forcasting calculation = SUM(previous months) / Count(previous months).

any help and thank you 

[MFelix]

Hi @akramayman ,

Can you please share a mockup data or sample of your PBIX file. You can use a onedrive, google drive, we transfer or similar link to upload your files.

If the information is sensitive please share it trough private message.

[akramayman]

check inbox

[Joorge_C]

Hello, I would suggest creating a Calculated column in the Query with the similar If Condiiton, so you can have a defined column for each, then you can eaither pivot them to see them as attribute or add the columns themselves.

[miii]

I used the following and it's displaying the monthly forecast now but missing the total amount in the grid. It only returns January number in the total.

Actuals Forecast:=

If ([Group Actuals Non-Blank] = 0,
[Indirect Forecast],[Indirect Actual]
)

[MFelix · Accepted solution]

Hi @miii ,

You need to redo your measure to something like this:

Actuals Forecast :=
IF (
    HASONEVALUE ( 'Calendar'[Month] );
    IF ( [Group Actuals Non-Blank] = 0; [Indirect Forecast]; [Indirect Actual] );
    SUMX (
        Calendar;
        IF ( [Group Actuals Non-Blank] = 0; [Indirect Forecast]; [Indirect Actual] )
    )
)

Should work.

Regards,

MFelix

[akramayman]

@MFelix 
I have the same problem and i would to ask what is the 

[Group Actuals Non-Blank]

also me forcasting calculate it should be the (sum of previous months / count of previous months)

[miii]

Thank you so much MFelix !!! That worked. I'm new to DAX and PowerBI and finding this community incredibly helpful. Thanks all

[MFelix]

Hi @miii ,

Without further details is difficult to give you a correct answer, butare tha Actuals and Actuals/forecast on different tables?

Do those tables have a relationship with the Calendar Table?

Can you share a sample of the data?

Regards,

MFelix

[miii]

Hi MFelix,

Yes - 

Table1: Forecast Table

Date -> joins to calendar table on date

Division -> joins to a division bridge table

Indirect Labor Forecast -> Measure of forecast by Month

Table 2: Actuals

Date -> joins to calendar table on date

Division -> joins to a division bridge table

Indirect Labor Actuals -> Measure of actuals by Month

And here is a sample:

[MFelix]

Hi @miii ,

You need to change your measure to:

Actuals Forecast =
IF (
    SELECTEDVALUE ( 'Calendar'[Month] ) <= MONTH ( TODAY () ),
[Labor Actuals],
	[Actuals/Forecast]
)

should work fine

Regards,

MFelix

[miii]

Unfortunately, "SELECTEDVALUE' syntax is not available in PowerBI version we are using.