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AshDil
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5 years ago

Want to Show measures dynamically with time

Hi,
I have 3 tables, one is having sales, other is having budget and another is having forcast values.

Table - 1: Sales table

Table - 2 : Budget table

Table - 3 : Forcast table

I want to use two matrix tables one for months and other for quarters

In first matrix table: (which is for Months)

I want show sale values for completed months i.e, Jan,Feb,Mar,Apr,May,Jun.

For the current month i.e, Jul, need to show MTD, forecast values

For the months Aug and Sep need to show forecast values.

As time continues, If we are in Aug then we need to show sale values for Jan,Feb,Mar,Apr,May,Jun and Jul

Then the current month is Aug, So for Aug month need to show MTD, forecast values.

Likewise every time it should be dynamic, when we are entering new months.

In second matrix table : (which is for Quarters)

I want to show sale values and budget values for completed quarters i.e, Q1,Q2

for current quarter i.e,Q3, need to show forecast values and forecast vs budget.

If we have moved to Q4, 

need to show sale values and budget values for  Q1,Q2,Q3

for Q4 need to show forecast and forecast vs budget.

Likewise it should be dynamic when we are moving to new Quarters.

 

Please help me to do.

 

Thanks,

AshDil.

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