Combine Actuals and Forecast Values for Full Year Total

[DAXtheDestroyer]

I have created two measures from separate tables. One measure is grabbing the sum from my cost report, or actuals:

The second measure is getting the sum of our forecast values from a different table:

To combine these for a visual broken out by month, I run an if statement:

This has been helpful and I am able to produce the correct visual, but I can't seem to provide an end-of-year sum of each month in the ACTFCST column. It is only taking the total actuals.

Here is the data in a tabular form:

Notice that the monthly values are correct, it ignores the forecast values if I have an actual value for the month, but gives me a false total.

How can I change my ACTFCST measure to produce a proper total?

[v-tangjie-msft · Accepted solution]

Hi @DAXtheDestroyer ,

Please try to create a new measure.

_New_ACTFCST_Measure = SUMX(VALUES(Table[Period]), [Cost ACTFCST])

//NewMeasure = SUMX(VALUES(YourTable[Period]), [YourCurrentMeasure])

The newly created measure is then placed on the visual object and it will display the correct totals.

Best Regards,

Neeko Tang

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

[DAXtheDestroyer]

Thank you. It works as intended!