KPI Card - Help with Visual

[M-Beans]

I am trying to display a KPI card that compares the Year to Date Actual Revenue versus Year to Date Budget Revenue.

I  have a column for Actuals that is populated each month and is currently populated for the first 3 monthes of the year.  For the Budget my column has all 12 monthes populated with the budget for each month of 2024. 

I have tried the following and neither have worked:

 Sum of Actual in the "Value"

Year or Month from the calendar table in Trend Axis

YTD measure for Budget in Target

or

 YTD measure for Actual in Value

Year or Month from the calendar table in Trend Axis

YTD measure for Budget in Target

I end up getting a display of the year to date Actuals ( which is the correct value) but the Goal keeps displaying a total of 11 months of the year and showing red. Also the backround doesn't show up when I use the measures instead of the sum of's.  When looking at the actual data we should be in the green and beating our target/budget   How do I properly program this KPI Card?

[M-Beans]

Thanks for your help!

[PhilipTreacy · Accepted solution]

Hi @M-Beans 

Download PBIX file with the example below

Create a table with this DAX

Dates_ = DATESBETWEEN('Dates'[Date], MIN('DataTable'[Date]), EOMONTH(TODAY(),-1))

Use the date column in that table as the Trend Axis for the KPI.

You will need also need a Date Table and all 3 tables need to be related by the Date field.

Regards

Phil