Creating a Forecast P&L by month using actual & budget

[gsherbon]

I'm looking to create a blended P&L by month that shows Actuals up through the month selected by a slicer and then budget for the remainder of the year, but I have no idea how to make that work.

[Jihwan_Kim · Accepted solution]

Hi, @gsherbon 

please check the below picture and the sample pbix file's link down below.

I tried to create a sample based on the explanation.

I suggest having a separate slicer table like below.

Sales Total =

CALCULATE (

SUM ( Sales[Sales] ),

FILTER ( Dates, Dates[Date] <= MAX ( SlicerTable[Date] ) )

)

Budget Total =

CALCULATE (

SUM ( Budget[Budget] ),

FILTER ( Dates, Dates[Date] > MAX ( SlicerTable[Date] ) )

)

https://www.dropbox.com/s/fddc0mg884l6651/gsherborn.pbix?dl=0 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM