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cbuckne1's avatar
cbuckne1
Regular Visitor
6 years ago
Solved

Budget vs actuals Combo Visual

Im trying to create a visual that will show cumulative actuals by month. I want it to look like the below but instead of each month showing the cumulative total, I want to show the actuals for that m...
  • v-yuta-msft's avatar
    v-yuta-msft
    6 years ago

    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])))))

     

     

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  • Ashish_Mathur's avatar
    Ashish_Mathur
    6 years ago

    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.