Forum Discussion

atowriss1's avatar
atowriss1
Advocate I
3 years ago

Getting MTD total, not just current

I have a table that looks like below.  It contains forecasted data(forecasted month) as well as ME date(which is when the forecast would be updated.  I want to get the volume by forecasted month, bas...
Need Help
speedramps's avatar
speedramps
Super User
3 years ago

This solution will show you how to build role based relationships by dates.

Click here to download solution 

 

You wil need to change the table names and filednames but the methods will allow to total volume by

[forecasted month date] or [ME date]

 

If this does not answer your quetsion then remember you will get a quick response if you put time and effort into writing clear problem descriptions. 

 

Thanks for reaching out for help.

I put in a lot of effort to help you, now please quickly help me by giving kudos.

Remember we are unpaid volunteers and here to coach you with Power BI and DAX skills and techniques, not do the users job for them. So please click the thumbs up and accept as solution button. 

If you give someone a fish then you only give them one meal, but if you teach them how to fish then they can feed themselves and teach others for a lifetime.  I prefer to teach members on this forum techniques rather give full solutions and do their job. You can then adapt the technique for your solution, learn some DAX skills for next time and soon become a Power BI Super User like me. 

One question per ticket please. If you need to extend your request then please raise a new ticket.

You will get a quicker response and each volunteer solver will get the kudos they deserve. Thank you ! 

  • atowriss1's avatar
    atowriss1
    Advocate I
    3 years ago

    Thank you for your response, but it doesn't address my issue.  I don't want to sum either by Forecasted Month OR ME date.  I want my measure to look at the ME date and then sum using my forecasted month.  As per my DAx: 

    olume FC = CALCULATE(sum('Volume FC'[Volume] ),'Volume FC'[ME Date],'Budget Hierarchy'[PBI Roll-Up]="GWC Field",Dates_Table[Date],USERELATIONSHIP('Volume FC'[Forecasted Month],'Dates_Table Indep'[Date])

    )

    I want my graph to return Oct Forecast from September ME, not add Oct FC from both Aug and Sept ME