Only past and present values are shown for budget

[MrFugbaum]

Hi,

I have a budget/forecast of sales for this year. When I want to display them in a visual, Power BI shows them only to this date. The remaining year ist not shown. See the screenshot below:

What can I do to display all values and to calculate with them?

(I already searched the web for solutions but didnt find one).

Thanks in advance and best regards

[MrFugbaum]

This is the data model:

On the one-side is the calendar and on the many-side the actual sales (Ist) and the budget.

For today (Jan. 9th) I dont have actual sales

I use a simple SUM()-measure to display the values.

[HiraNegi]

Hi @MrFugbaum ,

The data model and relationship looks fine. I replicated the scenario and it is working for me.

Can you check if you Calendar table has future dates as well?

[MrFugbaum · Accepted solution]

Hi @HiraNegi 

your question was the solution. I checked my calendar which I create using the CALENDAR-Function:

Although the calendar is only to this date, the date table and the sclicer is to the end of the year. Thats why I didnt notice it.

I changed the function to end of the year and now it's working correctly.

Thanks everyone for your help 🙂

Best regards.

[HiraNegi]

Hi @MrFugbaum ,

You need to share some more details like your sample data for actuals, budget, relationship etc. to understand the issue.

But just on the basis on your screenshot, it seems like their is inner join working between Actual, Budget and Date dimension tables. Becuase of this you can only see the budget data for those records which have actuals data.

Please share more details if this is not the case.

Hope this helps.

Regards,

Hira Negi

[Mikelytics]

Hi @MrFugbaum 

you might have to turn on row sub totals

srow siub totals =on

row sub totals = off

if this does not help can you please show how the data model looks like as well as the emasure definition if you use a measure?

Best regards
Michael
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[Mikelytics]

Hi @MrFugbaum 

Are your row subtotals turned on like described above?

Best regards
Michael
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[MrFugbaum]

Hi @Mikelytics 

turning subtotals on does not help unfortunetaly.

[amitchandak]

@MrFugbaum , Not Very clear. But See if this can help

PowerBI Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-C...