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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Finding Month to date Forecast

Hi I Have a table like this. It has Actual amount which gets updated everyday, and a forecast amount which is pre-loaded for the whole month.  I am looking for 3 KPI's.  1) Month to date actual  2...
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  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi Anonymous 

    Acutal in your Data table will be blank if date is after current day.

    I think you can build a calendar table and relate this table with your data table. Then get number 2) Month to Date forecast by measure.

    Calendar table:

    Date = ADDCOLUMNS(CALENDARAUTO(),"Year",YEAR([Date]),"Month",MONTH([Date]))

    Measure:

    Measure = CALCULATE(SUM('Table'[Forecast]),FILTER('Table','Table'[Actual]<>BLANK()))

    My Sample Data is from 2021/07/01 to current day (2021/08/24). Result is as below.

    Best Regards,
    Rico Zhou

     

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

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Hi Anonymous 

Acutal in your Data table will be blank if date is after current day.

I think you can build a calendar table and relate this table with your data table. Then get number 2) Month to Date forecast by measure.

Calendar table:

Date = ADDCOLUMNS(CALENDARAUTO(),"Year",YEAR([Date]),"Month",MONTH([Date]))

Measure:

Measure = CALCULATE(SUM('Table'[Forecast]),FILTER('Table','Table'[Actual]<>BLANK()))

My Sample Data is from 2021/07/01 to current day (2021/08/24). Result is as below.

Best Regards,
Rico Zhou

 

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