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From my data, I have the values for Actual and Forecast which I can easily slice them to week or month, depending of the view I select on my field parameter slicer.
Now my challenge - I need to recreate the cumulative aggregation and add it to my visual.
Below is the representation of the output sliced by week and sliced by month. This visual complements other visuals and I'm replicating it from an existing dashboard in Tableau.
At the end, I should be getting something similar than this dashboard were my bars are Actual and Forecast and the lines are my cumulative values. The details should display as a table as showing above.
The solution I'm thinking would be to use the output of Actual and Forecast aggregated and union into a calculated table the measured calculation with the Actual Cumulative and Forecast Cumulative.
I'm new in DAX coming from Tableau... Could anyone help me on a better approach or a way to see this through by using DAX?
Power Query is ruled out as I need to be able to slice my visuals using a few field parameters (Week/Month, Date Range, Category)
There is not enough information here to help, but if power query is ruled out as solution then creating a computed table is not going to help either, beceause your computed table will not be taking into account any filter or slicer in your report.
Adding meausures to calculate cummulative values is not to hard, and you'll find many examples for that. The only requirement is that yoiu have a proper date dimension linked to your actuals and forecast (fact) tables.
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