Forum Discussion
Helper IIIIncorrect data for selected Previous and current periods
Helper IIIWe have quarterly data and monthly data coming from two different sources. Sometimes we are comparing the Board forecasts against eachother and sometimes we are comparing the forecast to Actuals. So in January 2021 we have Board data and Actuals data, but in February 2021 we'd only have Actuals data. In my sample above I'm comparing the Nov-20 and Jan-21 board data so I need it to look at the specific dates selected. If I used DATEADD it would compare it against the Dec-2020 Actuals.
Quarterly Board data:
Nov 2020 Board
January 2021 Board
May 2021 Board
Monthly Actuals Data:
December 2020 Actuals
January 2021 Actuals
February 2021 Actuals
March 2021 Actuals
April 2021 Actuals
May 2021 Actuals
Helper IIII have a Date & Source Column but it won't let me create a ranking off it because it needs an aggregation like min/max/count/sum to get a single result. I'm not sure how the ranking would work? It would have to Distinguish between the BOARD and IFD (actuals) data before it could rank.
V-lianl-msftCommunity Support
Hi Jdokken ,
If the problem persists,could you share the sample pbix with dummy data?A clear scenario helps to solve the problem.
Please remove any sensitive data before uploading.
Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.- Jdokken
I have a dummy data PBIX file. I'm not sure how to share it though. My OneDrive is through my company.