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Dbuck44's avatar
Dbuck44
Frequent Visitor
3 years ago
Solved

New Measure Dependent on Month

I have a Sales Forecast that will measure against Budget. Budgeted amounts are already available into the future months. Actual Sales, however, have occurred yet.  I want 2 new measures.  SALES YTD a...
  • Mikelytics's avatar
    Mikelytics
    3 years ago

    Hi Dbuck44 ,

     

    Even if you do not have it now I highly recommend you to start using date tables since it will help you now as well as in future models since it is a highly recommended and best practice. So please adjust your current model. Here is how you can do it:

     

    1) go to your table in Power Query and create a custom column called "Date" with the following formula: #date([column of year],[column of month],1). By that the first of the month represents your month in a year.

     

    2) Now please create a date table with at least the following sequence 01.01.20xx, 01.02.20xx ... 01.12.20xx - You can also use a complete date table - it doesnt matter in this case.

     

    3) connect your new date table to your transaction table to have a proper star schema

     

    4) use my measure above 🙂

     

    Best regards

    Michael

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