YTD YTG in one column from different sources

[Anonymous]

Dear all, I am trying to collate both YTD (actualized sales) & YTG (forecast) in power BI to show as a bar chart to show total end game for the year.

Basically if date is less than this month (e.g. today = 6th Dec, YTD (from actual sales source) would be till 30th Nov 2019) If not take forecast. The data source for actual sales & forecast resides separately but already has a relationship (common column linking up SKU, customer & date of sales)

Can anyone one advise on the fomula I should use?

Appreciate your help in advance!

[dax]

Hi crazyshoots, 

You could refer to my sample to see whether it work or not(YTD and measure 2)

Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous]

Hi @dax, for the first graph I'd be expecting to see only one bar instead of clusters..

Example today is 9th Dec 2019, the last complete month data = Nov 2019.

Hence the data from Jan - Nov 2019 would be actuals, while the last bar of the year for Dec 2019 would be forecast.

Kindly assist?

[dax · Accepted solution]

Hi crazyshoots, 

You could refer to my sample to see whether it work or not.

Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.