Formula for Actuals - Forecast trend

[Ahollis]

Hello, looking to create a formula that will recalculated the Forecast as the Actuals come in for each period...so for example we have two periods Jan/Feb of acutals so far and the remaining 10 months are Forecast.  Once March is finished and populated with actuals I want the Matrix to automatically update with the remaining forecast.  this should occur with the remaining out months (Apri thru Dec)...right now its a manual process whereby i am deleting the current months forecast and populating with current month actuals from a query.

Also, i tried creating a formula that calculates Full Year Forecast (Budget) minues YTD Forecast (Budget) + year-to-date Actuals but it will not calculate properly

any assistance would be greatly appreciated

[Anonymous]

Hi @Ahollis ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[Anonymous]

Hi @Ahollis ,

Thank you for reaching out to the Microsoft Fabric Community Forum.

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[Ahollis]

Apologies Greg i will work on that!

[Anonymous]

Hi @Ahollis ,

Thank you for reaching out to the Microsoft Fabric Community Forum.

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[Greg_Deckler]

@Ahollis So, in generaly, you have a single measure that essentially has an IF statement and depending on the condition would return either the actuals or the forecast. Would need more information to be more specific. Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.