DAX Formula Help

[atowriss1]

I am trying to add a Forecasted Amount to a matrix.  I have a tabale that houses Forecast Only, and it has an active relationship between MthEnd Date in itself and Date on my Date_Table.  The forecast file has a forecasted month column and a ME date column.  The ME date is when the forecast was completed and the forecasted month is the future months.  I have an inactive relationship between Forecasted Month and Date[Date].  I also have an inactive relationship between Actuals[Category] and Forecast Only[Category].

In my matrix, I want to show the remaining 2022 Forecast, based on the date slicer choice.  So, if I choose Aug 2022, I want to see Sept-Dec totaled in the forecast.

I have tried these 2 formulas:

Industry $$ FC Only = calculate(sum('Industry FC Only'[Forecast]),USERELATIONSHIP('Industry FC Only'[Category],'Industry Actuals $$'[Category]),'Dates_Table Indep'[Date]

***This shows the same total, no matter what

Industry $$ FC Only = calculate(sum('Industry FC Only'[Forecast]),USERELATIONSHIP('Industry FC Only'[Category],'Industry Actuals $$'[Category]),USERELATIONSHIP('Industry FC Only'[Forecasted Date],'Dates_Table Indep'[Date]))

***This show blank, no matter what.

Any help on how I can get it to calculate correctly?

Thanks

[v-tangjie-msft]

Hi @atowriss1 ,

Based on your description, you want data after selecting a certain date.
First, for custom required date presentations, we can't associate our fact table with our date table.
We can use the MIN() function to get the date selected by the slicer, and then create a new measure to determine that it is greater than the sum of the date, less than the return of the date BLANK(), and then you can implement your needs.

If this method does not help you, you can provide your sample data in the form of a table or a .pbix file, and provide sample output data in the form of a table so that we can better help you.

Best Regards,

Neeko Tang

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