Help with time intelligence and calculations

Thanks for the fast response!

Hmm, you raise some good points and have me thinking.... I want to report actual hours YTD.

From the current date onwards I want to use the remaining hours (planned hours - actuals hours). But to timephase those remaining hours by the number of remaining days in the year. (My calculation of 787.5 is now irrelevant - i think i just used total hours divided by remaining months).

But, if the actual hours equal or exceed the remaining hours then I want to stop the calculation and flag that the hours have all been consumed.

The actual data looks more like the following, but I've applied some measures to sort and simplify it for now whilst I experiment.

Actual Hours

Planned Hours

In answer to your question; I'd ideally like to be able to have the calculation based on current month (use actuals up to last day of previous month and use planned from first day of current month, ignoring any actual hours in current month).

Thanks!