Exclude one dimension in a certain month in a visual

[Anonymous]

Hello Guys,

In my dataset I got a planning category lets say Category A. This category shows actual data for January and planning data for the other months in the year. 

To compare my planning with my actuals i need to ad the category actuals in my visuals. This category show actuals for all months. (at this point in time actuals until feb). 

I my visual i added category A en Category actuals. My problem is:  January shows the actuals twice. Once for category A and once for category actuals. It should only show category actuals for Jan. 

Is it possible to exclude Jan in the visual for Category A? 

[v-jiascu-msft]

Hi @Anonymous,

Can you share a sample? Please mask the sensitive first.

The solution could be filtering out one actual data in a measure. But that depends on the data structure.

Best Regards,

[Anonymous]

@v-jiascu-msft The data is build as follows:

Category	Audittrail	Signdata
Actuals	upload	2
Category A	input	3
Category A	upload	4

All actual data is saved in my audittrail upload. The meassure should filter out audittrail upload for category A. 

Many thanks for your reply!

[Anonymous · Accepted solution]

I solved it by adding a column using M:

Actuals = 
if [Category] = "Actuals" and [Audittrail] = "upload" then [Signdata] else " " 

My actual formula is a bit more complex because of my dataset but it is following the above logic. 

[Anonymous]

Thanks for your reply. The logic works in my model 🙂 

But following this logic i have antoher question 🙂 

In a visual i need to compare my actuals with my planning. Is it possible to show Category A for the months for example jan - dec and Actuals for the months feb - dec ? (interval will be different when comparing actuals with a different category).

many thanks!