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Anonymous's avatar
Anonymous
Not applicable
4 years ago

Making a rolling forecast

Hi all, I'm trying to make a rolling forecast in which you select a month and it gives you an overview of the revenue until that month and the budget until the end of the year. Right now i got this:...
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amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
4 years ago

Anonymous , with help from date table

 

till date

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

 

Complete year

This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))

or

This Year = CALCULATE(sum('Table'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))