Budget vs actuals Combo Visual

cbuckne1 ,

In calculate column, the expression should be as below:

Chart Value = CALCULATE(SUM('Table'[Actuals]), FILTER('Table', 'Table'[Index] <= EARLIER('Table'[Index])))

In measure, the expression should be as below:

Chart Value Measure = CALCULATE(SUM('Table'[Actuals]), FILTER(ALL('Table'), COUNTROWS(FILTER('Table', 'Table'[Index] >= EARLIER('Table'[Index])))))

Community Support Team _ Jimmy Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi,

Ensure you have a Calendar Table with Year and Month columns.  Create a relationship from the Date column of your Data Table to the Date column of the Calendar Table.  To your visual, drag Year and Month from the Calendar Table.  Write these measures

Total sales = SUM(Data[Sales])

Cumulative sales = CALCULATE([Total sales],DATESYTD(Calendar[Date],"31/12"))

Hope this helps.