Total based on month

[mb0307]

Hi guys,

Download PBIX File 

I have two tables, Forecast and Sales.  Based on FORECAST PLANNING MONTH column, I would like to show to Total like this.

Sample data is in uploaded PBIX.

Thank you in advance for looking into this.  Need this asap please!

[lbendlin]

I _think_ this is what you want but the numbers don't match. Please validate.

Act + Fcst = 
var p = SELECTEDVALUE('Sales Forecast'[Forecast Planning Month])
var s = SELECTEDVALUE('Sales Forecast'[Sales Forecast Month])
return switch(TRUE(),
HASONEVALUE('Sales Forecast'[Sales Forecast Month]) && s = EDATE(p,1),CALCULATE(sum('Actual Sales'[Actual Sales Qty]),ALL(dimDate),dimDate[Start of Month]<=s),
HASONEVALUE('Sales Forecast'[Sales Forecast Month]),sum('Sales Forecast'[Sales Forecast Qty]),
var m = min('Sales Forecast'[Sales Forecast Month]) return CALCULATE(sum('Actual Sales'[Actual Sales Qty]),ALL(dimDate),dimDate[Start of Month]<=m)+CALCULATE(sum('Sales Forecast'[Sales Forecast Qty]),'Sales Forecast'[Sales Forecast Month]>m))

[mb0307]

@lbendlin Thanks you much for sending the solution.

Sorry for not being clear but I want to show Forecast values in the table and ONLY change the total (forecast + actuals).

Like red boxes below:   

[lbendlin]

You can change the measure accordingly (remove the first option in the switch)