Output needed as per Criteria

Hi, Gururajv007 

I am sorry for the late reply. Based on your description, I created data to reproduce your scenario.

DateTable:

Table:

Here is the column and measure I created.

Rank = RANKX('DateTable',[Date].[Year]*100+[Date].[MonthNo],,ASC,Dense)

OutputValue = 
IF (
    MIN ( 'DateTable'[Date] )
        < DATE ( YEAR ( TODAY () ), MONTH ( TODAY () ) + 1, 1 ),
    CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Purpose] = "Actual" ),
    IF (
        CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Purpose] = "Plan" ) = BLANK(),
        CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Purpose] = "Forecast" ),
        CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Purpose] = "Plan" )

    )
)

Finally, you may use the visual level filter to get the Month-Year you want to display.

Best Regards

Allan

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