Forum Discussion
Retrieve data in measure from different tables based on date
I am looking to write a single measure that adds a sales + forecast value for a give month. To do this I have to sum data in a sales table for dates today and earlier with the forecasted amount for future dates that live in a different forecast table.
As a result, prior months would just add up actuals and future months would only sum the forecasted amount. For current month though we would have actuals up through yesterday technically and forecast from today on.
For this month, the result should be $253,500 ($241,200 in actuals from 9/1 - 9/18 & $12,300 in forecast from 9/19 - 9/30)
| Date | Actual Sales |
| 1-Sep | 10000 |
| 2-Sep | $ 30,000 |
| 3-Sep | $ 25,000 |
| 4-Sep | $ 10,000 |
| 5-Sep | $ 9,500 |
| 6-Sep | $ 500 |
| 7-Sep | $ 600 |
| 8-Sep | $ 15,000 |
| 9-Sep | $ 10,000 |
| 10-Sep | $ 30,000 |
| 11-Sep | $ 25,000 |
| 12-Sep | $ 10,000 |
| 13-Sep | $ 9,500 |
| 14-Sep | $ 500 |
| 15-Sep | $ 600 |
| 16-Sep | $ 15,000 |
| 17-Sep | $ 10,000 |
| 18-Sep | $ 30,000 |
| 19-Sep | |
| 20-Sep | |
| 21-Sep | |
| 22-Sep | |
| 23-Sep | |
| 24-Sep | |
| 25-Sep | |
| 26-Sep | |
| 27-Sep | |
| 28-Sep | |
| 29-Sep | |
| 30-Sep |
| Date | Forecast |
| 1-Sep | $ 950 |
| 2-Sep | $ 950 |
| 3-Sep | $ 950 |
| 4-Sep | $ 1,050 |
| 5-Sep | $ 1,050 |
| 6-Sep | $ 1,050 |
| 7-Sep | $ 1,150 |
| 8-Sep | $ 1,150 |
| 9-Sep | $ 1,150 |
| 10-Sep | $ 950 |
| 11-Sep | $ 950 |
| 12-Sep | $ 950 |
| 13-Sep | $ 950 |
| 14-Sep | $ 950 |
| 15-Sep | $ 950 |
| 16-Sep | $ 1,050 |
| 17-Sep | $ 1,050 |
| 18-Sep | $ 1,050 |
| 19-Sep | $ 1,150 |
| 20-Sep | $ 1,150 |
| 21-Sep | $ 1,150 |
| 22-Sep | $ 950 |
| 23-Sep | $ 950 |
| 24-Sep | $ 950 |
| 25-Sep | $ 950 |
| 26-Sep | $ 950 |
| 27-Sep | $ 950 |
| 28-Sep | $ 1,050 |
| 29-Sep | $ 1,050 |
| 30-Sep | $ 1,050 |
Try this solution.
1. Create a date table with relationships to each table:
2. Create measures:
Actual Sales = SUM ( Actual[Actual Sales] )Forecast = SUM ( Forecast[Forecast] )Blended Amount = VAR vActualEndDate = CALCULATE ( MAX ( Actual[Date] ), ALL ( 'Date' ) ) VAR vForecast = CALCULATE ( [Forecast], KEEPFILTERS ( 'Date'[Date] > vActualEndDate ) ) VAR vResult = [Actual Sales] + vForecast RETURN vResult3. In a table visual, add Date (must be from Date table) and [Blended Amount]:
2 Replies
- DataInsights
Super User
Try this solution.
1. Create a date table with relationships to each table:
2. Create measures:
Actual Sales = SUM ( Actual[Actual Sales] )Forecast = SUM ( Forecast[Forecast] )Blended Amount = VAR vActualEndDate = CALCULATE ( MAX ( Actual[Date] ), ALL ( 'Date' ) ) VAR vForecast = CALCULATE ( [Forecast], KEEPFILTERS ( 'Date'[Date] > vActualEndDate ) ) VAR vResult = [Actual Sales] + vForecast RETURN vResult3. In a table visual, add Date (must be from Date table) and [Blended Amount]:
- v-henryk-mstf
Community Support
Hi awitt1Temp ,
Whether the advice given by DataInsights has solved your confusion, if the problem has been solved you can mark the reply for the standard answer to help the other members find it more quickly. If not, please point it out.
Looking forward to your feedback.
Best Regards,
Henry