DAX variable how to

[bitbit]

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.

[v-yanjiang-msft]

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.

[v-yanjiang-msft]

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

[bitbit]

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

https://1drv.ms/x/s!Aj1jIHqeNbLXlTreQvuRmDdgXqAC?e=CFbmeh