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New Member

Power Bi dynamic filtering of Finance matrix



I have the below data structure:

  • Project Table
  • Budget Table
  • Actuals Table
  • FY table (Which is a What If Table)





I am trying to create a matrix where, for each project, it shows the Project Name, a Sum of the total budget in the Rows area and then show the actuals by month with a total actuals spend at the end. I have a slicer that, when a new financial year is selected, the Matrix will update.



However, when selecting a different year, the actuals update to reflect the year but the Total Budget does not update. 



What i want is for the formula to look like the below, 

"Total Budget = CALCULATE(sum(Actuals[Value]),Actuals[FY]= Selected date from slicer)". I have tried to do this but get the below error




Any Help


Super User
Super User


At the very least, create a Calendar Table with a relationship (Many to One and Single) from the Date column in the Actual and Budget tables to the Date column in the Calendar Table.  You will have to create a Date column in the Actual and Budget tables from the Year and Month columns that are there. 

Ashish Mathur
Super User
Super User

Please do not specify table names for measures. These are meaningless.

You need to protect your measure value from the CALCULATE context transition. Put the [FY Value] measure into a variable outside the CALCULATE and then reference by the variable name.


Why is Budget impacting FY2 ?

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