I want to retain current month's output to use as a value for all succeeding future months.
I've been stuck with this problem for three days already. I've tested multiple date and time intelligence functions to store the output of today's month but all have failed. What I want to happen is that regardless of what the value of the Numerator and Denominator is in the succeeding months, the output to be shown in the succeeding months should be the same as the output given on today's month. For example, since the month today is May 2025, I want the output of Numerator/Denominator in the succeeding months to be the same. Something like the sample shown in the image. Summary of the premise: Today is May For the month of May, and previous, I want Output = Numerator/Denominator. For any month after May I want Output = 67.16% General case: If Date Period is equal to or prior to Current Period, Output = Numerator/Denominator. Else; If Date Period is after Current Period, Output = Numerator of Current Period/Denominator of Current Date PeriodHelp Needed with DAX Expression for Current and Future Month Calculations
Hi everyone, I’m working on a DAX expression to calculate a display value for a line chart in Power BI. My goal is to correctly handle data for the current month and future months with the following requirements: For the current month: I need to combine the cumulative sum of actual values with the rolling wave forecast value. For future months: The display value should consist of the cumulative sum of the actual values from the current month plus the forecast value for that future month. Here's the DAX expression I have so far: Display Value = VAR IsCurrentMonth = YEAR([Date]) = YEAR(TODAY()) && MONTH([Date]) = MONTH(TODAY()) VAR IsFutureMonth = YEAR([Date]) > YEAR(TODAY()) || (YEAR([Date]) = YEAR(TODAY()) && MONTH([Date]) > MONTH(TODAY())) VAR CurrentMonthActualCumulativeSum = CALCULATE( MAX([Actual Cumulative.Sum]), FILTER( ALLSELECTED(), YEAR([Date]) = YEAR(TODAY()) && MONTH([Date]) = MONTH(TODAY()) ) ) RETURN IF( [Series Type] = "Rolling Wave Forecast", IF( IsCurrentMonth, [Actual+Rolling Wave Forecast], IF( IsFutureMonth, CurrentMonthActualCumulativeSum + [Value], [Actual+Rolling Wave Forecast] ) ), [Value] ) The Problem: When I add this measure to a line chart, the current month’s values display correctly. However, for future months, the cumulative sum is incorrectly added multiple times. For example, in the next month, the cumulative sum of the actual values from the current month is added again, and this continues to accumulate incorrectly in subsequent months. What I Need: I need the calculation to add the cumulative sum of the actual values only once for the current month and then add the forecast value for each future month without repeating the cumulative sum. Any guidance on how to fix this issue would be greatly appreciated! Thank you! (Images with captions are below)
