Each month I am updating my spreadsheet with the latest actuals + forecast for the remainder of the year by month. I use a "Forecast Month" column to indicate which month's forecast the data is from. So for example, we are in November now so I have 10 forecasts (Jan - Oct), the latest one being October 2017.
I want to tag months in my spreadsheet as either historical or forecast based on when the month is relative to my most recent forecast (i.e. September 2017 would be historical but December would be forecast). I'm trying to use a simple calculated column formula to do this but Power BI does not recognize MAX... what am I missing here?
Month Type = if [MonYr] <= MAX([PE FC MoYr]) then "Historical" else "Forecast"
Hi @Anonymous,
What's the data type and format of [MonYr] and [PE FC MoYr]? MAX function is only used to number values, which evaluates a single column that contains numeric values, if the column contains no numbers, MAX returns a blank. Please review this blog for more details. Please share your sample data structure for further analysis.
Best Regards,
Angelia
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