How have the calculated table refresh when the direct query table re-queried

I highly suggest you have an independent Date dimension that joins to each of the three fact tables (Actual, Plan, and Forecast). Actuals are at a daily level, correct? That should not be an issue. But the others are what? Monthly? Then you need to decide if that value is realized on the FIRST day of the month, or the LAST. FIRST is easiest as you can create a date column in that fact table base on the month, year, and literal value of "1" (in the correct order, of course). Now join that column to the Date dimension. 

That should do it. You should now be able to slice and dice by Year and Month for all three facts.