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Hello,
I am trying to create a matrix visual showing "Open Orders" and "Forecast Value" by "MonthYear". I would like to filter the matrix using "Forecast Version" which is a text field attributed to the forecasting season (ex: Spring2024, Winter2023, etc). The problem I am running into is the slicer only works for the "Forecast Value" and is showing all "Open Orders" for each month.
I understand that the relationship flow is contributing to the issue but I dont know how to fix it.
*Notes - The master data on top is all coming from one data model while Forecast Data is not
I confirm the formula provided works correctly. Make sure your relationships are made at day level
for orders I added in PQ a column start of month = Date.StartOfMonth([Order Date])
Yes, that is correct. Here is a sample of my data
Orders
Month-Year | Order Date | Open Orders |
Jul-24 | 9/2/2024 | 186294 |
Jul-24 | 8/5/2024 | 182313 |
Sep-23 | 9/13/2023 | 168064 |
Sep-24 | 11/4/2024 | 146798 |
Aug-23 | 9/1/2023 | 128584 |
Aug-23 | 8/30/2023 | 116872 |
Forecast Data:
Forecast Version | Forecast Units | Region | Month | Date Start of Month | Year | Month-Year |
Winter2024 FCST 1 | 1471 | Canada | Aug | 8/1/2024 | 2024 | Aug-2024 |
Winter2024 FCST 1 | 5420 | Canada | Jul | 7/1/2024 | 2024 | Jul-2024 |
Winter2024 FCST 1 | 3086 | Canada | Nov | 11/1/2024 | 2024 | Nov-2024 |
Winter2024 FCST 1 | 9886 | Canada | Oct | 10/1/2024 | 2024 | Oct-2024 |
Winter2024 FCST 1 | 3554 | Canada | Sep | 9/1/2024 | 2024 | Sep-2024 |
Winter2024 FCST 1 | 3081 | USA | Aug | 8/1/2024 | 2024 | Aug-2024 |
Winter2024 FCST 1 | 2217 | USA | Jul | 7/1/2024 | 2024 | Jul-2024 |
Winter2024 FCST 1 | 919 | USA | Jun | 6/1/2024 | 2024 | Jun-2024 |
Winter2024 FCST 1 | 8952 | USA | Nov | 11/1/2024 | 2024 | Nov-2024 |
Winter2024 FCST 1 | 3528 | USA | Sep | 9/1/2024 | 2024 | Sep-2024 |
Winter2024 FCST 2 | 2913 | Canada | Aug | 8/1/2024 | 2024 | Aug-2024 |
Winter2024 FCST 2 | 1295 | Canada | Jul | 7/1/2024 | 2024 | Jul-2024 |
Winter2024 FCST 2 | 7351 | Canada | Jun | 6/1/2024 | 2024 | Jun-2024 |
Hello,
If I understand correctly you would like to push the filter Forecast Version up to Date table in order to reach Orders. Your model does not allow this, you should use DAX measures instead. It can be done, but it would be very useful if you could share a sample data for the table Forecast Data and Orders.
I would give a try to something like this:
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