Track realisation vs estimate per month

Question

I have a dataset with planned sales per month and realised sales.

How can I make a measure the tracks the progress of the sales vs the planned sales? I think it's some kind of running total, but can't figure it out.

Somehow I need to find the maximum dat on which sales was made, and then see what sales was planned until that date.

anonymous · Accepted Answer

Can't share the PBI as this is confidential information. But it looks like:

In the mean time, I think I've figured it out:

Planned till now =
VAR max_date = calculate(max(Date), Realised > 0)
return
calculate (sum(Planned), Date <= max_date)

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