Actuals vs Plan using Treatas and Summarize

[rstover_atx]

I have a model I am building to compare Actual Sales Bookings from Salesforce vs Budget. The dimensional data from our actuals table is very robust as it leverages several key salesforce objects like opportunities and accounts. The plan data, however, is only constructed in excel and at a minimal granularity (Booking Event, Product Family, and Date). To Calculate the Plan Measure, I use the following formula:

Booking PL = 

CALCULATE (
    SWITCH (
        [Selected Calculation],
        1, SUM(FCT_PLAN_BOOKINGS[VALUE]),
        2, CALCULATE ( SUM(FCT_PLAN_BOOKINGS[VALUE]), DATESQTD ( Periods[Date] ) ),
        3, CALCULATE ( SUM(FCT_PLAN_BOOKINGS[VALUE]), DATESYTD ( Periods[Date] ) )
    ),
    TREATAS(
        SUMMARIZE(
            FCT_SFDC_BOOKINGS,
            FCT_SFDC_BOOKINGS[PRODUCT_FAMILY],
            FCT_SFDC_BOOKINGS[BOOKING_SUMMARY],
            FCT_SFDC_BOOKINGS[BOOKING_DATE]),
            FCT_PLAN_BOOKINGS[PRODUCT_FAMILY],
            FCT_PLAN_BOOKINGS[CATEGORY],
            FCT_PLAN_BOOKINGS[DATE]
    )
)
            

The Issue: When a given product family.booking_summary.date value is blank from the actuals (so effectively $0)  ,  the measure above does not return the total Plan value. 

Truncated Data Set ( FCT_PLAN_BOOKINGS)

Product Family	Date	Category	Value
TR - MarketView	6/1/2021	Churn	(192,983.60)
TR - Datagenic	6/1/2021	Churn	(6,077.66)

Truncated Date Set (FCT_SFDC_BOOKINGS)

Product Family	Date	Booking_summary	Booking_value
TR - MarketView	6/1/2021	Churn	(90,961.49)

Sample Visual

As you can see, because the TR - Dategenic family doesn't have an actual, it filters out the Budget value. 

Is there a modeling approach I am missing here?

Here is the current Data Model 

[rstover_atx]

I ended up utilizing SQLBI's guide for returning zero. 

Creating this measure did the trick:

Booking Value = 
VAR FirstBookingValue = 
    CALCULATE( MIN(FCT_SFDC_BOOKINGS[BOOKING_DATE]), ALLEXCEPT( FCT_SFDC_BOOKINGS, 'FCT_SFDC_BOOKINGS'[OPPORTUNITY_PRODUCT_NAME] ))
VAR LastBookingValue = 
    CALCULATE( MAX(FCT_SFDC_BOOKINGS[BOOKING_DATE]), REMOVEFILTERS())
VAR CurrentDate = MAX(Periods[Date])
VAR ForceZero = FirstBookingValue <= CurrentDate && CurrentDate <= LastBookingValue
VAR Amt = [Booking AC] + if (ForceZero, 0)
Return
    Amt

[m3tr01d]

@rstover_atx You could try replacing your big Treatas expression by these two 

TREATAS( VALUES( FCT_SFDC_BOOKINGS[PRODUCT_FAMILY] ), FCT_PLAN_BOOKINGS[PRODUCT_FAMILY] ),
TREATAS( VALUES( FCT_SFDC_BOOKINGS[BOOKING_SUMMARY] ), FCT_PLAN_BOOKINGS[CATEGORY] )

[daxer-almighty]

Your TREATAS is incorrect syntactically. The measure should not even be accepted in PBI.

https://dax.guide/treatas