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Helper I

## DAX variable how to

I have the following datasets:

1) Calendar

2) Actual: captures actual monthly sales

 Month Value Jan 1000 Feb 1200 Mar 800 etc

3) Forecast: captures forecast sales for remaining months.  Forecasts updated monthly.  eg. In Jan, 12 months' of forecast.  In Feb, 11 months' of forecast....etc

 ActMth ForecastMth Value Feb Mar 500 Feb Apr 600 Feb May 550 Feb Jun 700 Feb Jul 750 Feb Aug 500 Feb Sep 500 Feb Oct 500 Feb Nov 560 Feb Dec 580 Mar Apr 700 Mar May 800 Mar Jun 1000 Mar Jul 1100 Mar Aug 1200 Mar Sep 800 Mar Oct 900 Mar Nov 950 Mar Dec 1300

Relationship with Calendar set for #2-3.

I have a slicer in my excel worksheet to select "month" from Calendar.

I would like to achieve the following:

1) When I select "month" on the slicer, result should show me actual sales and forecast for remaining months accordingly.

eg. if selected month = Mar, report to show actual sales for Jan-Mar, forecast for Apr-Dec

if selected month = Feb, report to show actual sales for Jan-Feb, forecast for Mar-Dec

 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Year Sales

Calculated measures created:

MTD Actual:=TOTALMTD(sum(Actual[Value]),'Calendar'[Date])

MTD Forecast:=calculate(TOTALMTD(sum(Forecast[Value]),'Calendar'[Date]),Forecast[ActMth]=3)

YTD Forecast:=calculate([YTD Actual],'Actual'[Date (Month Index)]<=3)+[MTD Forecast]

I have to manually change the month in the formula of "MTD forecast" and "YTD forecast".  Pls advise how to set these 2 measures variable according to slicer selected month.

3 REPLIES 3
Community Support

Hi @bitbit ,

According to your description, here's my solution.

1. Create a Month table. Sort Month column by MonthNo column.

2.Create a measure.

``````Sales =
IF (
MAX ( 'Month'[MonthNo] ) <= SELECTEDVALUE ( 'Date'[Month] ),
MAXX (
FILTER ( Actual, MONTH ( 'Actual'[Date] ) = MAX ( 'Month'[MonthNo] ) ),
'Actual'[YTD]
),
IF (
MAX ( 'Month'[Month] ) <> "Total Year",
MAXX (
FILTER (
'Forecast',
'Forecast'[ActMth] = SELECTEDVALUE ( 'Date'[Month] )
&& MONTH ( 'Forecast'[Date] ) = MAX ( 'Month'[MonthNo] )
),
'Forecast'[Value]
),
SUMX (
FILTER ( Actual, MONTH ( 'Actual'[Date] ) <= SELECTEDVALUE ( 'Date'[Month] ) ),
'Actual'[YTD]
)
+ SUMX (
FILTER (
'Forecast',
'Forecast'[ActMth] = SELECTEDVALUE ( 'Date'[Month] )
&& MONTH ( 'Forecast'[Date] ) > SELECTEDVALUE ( 'Date'[Month] )
),
'Forecast'[Value]
)
)
)
``````

Put Month column from Month table in Matrix column and the measure in values, get the result:

I attach my sample below for your reference.

Best regards,

Community Support Team_yanjiang

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

Community Support

Hi @bitbit ,

I'm not quite clear about the problem, as your description "Relationship with Calendar set for #2-3", do you mean the Calendar table have relationship with Actual table and also Calendar table have relationship with Forecast table? If so, which column are they connected, there's not date column in Actual and Forecast tables. Besides, I create a sample and attach it below, could you please reproduce your problem in my sample and send back.

Best regards,

Community Support Team_yanjiang

Helper I

Pls advise solution to technical issue included in the excel file, link below:

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