Finding Month to date Forecast

[Anonymous]

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) Month to date Forecast

3) and Full month forecast. 

I have been able to workout Month To Date Actual and Full Month forecast. But cant get the calculation for 2) Month to Date Forecast right. Here is the input table

Date	Actual	Forecast
01/01/2021	11	10
02/01/2021	15	10
03/01/2021	20 (suppose today is (03/01/2021)	10
04/01/2021		10
05/01/2021		10
06/01/2021 ..... continious for whole month		10
31/01/2021		10

For my results I should get this: 

1) Month to date actual: (11+15+20) = 46

2) Month to Date Forecast: (10+10+10+) = 30

3) Full Month forecast : (10x 31) = 310. 

Can someone please guide me on how to find the answer to number 2) Month to Date forecast. 

Thanks

[Anonymous · Accepted solution]

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.

[VahidDM]

Hi @Anonymous 

Try this measure:

Month to Date Forecast =
TOTALMTD ( SUM ( 'Table'[Forecast] ), 'Table'[Date] )

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Appreciate your Kudos  !!