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Mvieira
Regular Visitor

Measure for Budget 12 months vs YTD for some months

Hi Guys,
I've tried a lot diff Dax to calculate a Chart to show the Budget for 12 months vs. YTD for the accumulated amount by the current month or something like Jan-Apr.

But as you can see below, it calculates properly until April, and after that, they keep the same amount through the year. And my idea for the current value is to show it until April and stop.

 

Mvieira_0-1623243357162.png

 

1 ACCEPTED SOLUTION
Jihwan_Kim
Community Champion
Community Champion

Hi, @Mvieira 

I am not quite sure how your measures look like, but please try something like below for your Current Acc Rev Meausre.

 

New Measure =
IF ( NOT ISBLANK ( [Current Rev] ), [Current Acc Rev], BLANK () )

 

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


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.

Best regards, JiHwan Kim

Linkedin: https://www.linkedin.com/in/jihwankim1975/

Twitter: https://twitter.com/Jihwan_JHKIM

View solution in original post

4 REPLIES 4
Mvieira
Regular Visitor

Hi @Jihwan_Kim 

Thanks for the answer, but in my case, it does not work because the "current" numbers are composted like this:

Jan - Current $
Feb- Current $
Mar- Current $
Apr- Current $
May to Dec - Forecast $.

The dax I've tried in the end was this: 

Current ACC Rev =
TOTALYTD(
SUM(fLTF[Net Sales]), DimDate[IdDate],
DATESBETWEEN(DimDate[IdDate], "01/01", "04/30"))

 

Jihwan_Kim
Community Champion
Community Champion

Hi, @Mvieira 

Thank you for your feedback.

Please share your sample pbix file's link here, then I can try to look into it to come up with a more accurate measure.

Thanks.


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.

Best regards, JiHwan Kim

Linkedin: https://www.linkedin.com/in/jihwankim1975/

Twitter: https://twitter.com/Jihwan_JHKIM

Hi @Jihwan_Kim I have to add another column to identity if the numbers are Current or not, after that, I've used your New Measure =
IF ( NOT ISBLANK ( [Current Rev] ), [Current Acc Rev], BLANK () ).

 

Thank you very much

Jihwan_Kim
Community Champion
Community Champion

Hi, @Mvieira 

I am not quite sure how your measures look like, but please try something like below for your Current Acc Rev Meausre.

 

New Measure =
IF ( NOT ISBLANK ( [Current Rev] ), [Current Acc Rev], BLANK () )

 

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


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.

Best regards, JiHwan Kim

Linkedin: https://www.linkedin.com/in/jihwankim1975/

Twitter: https://twitter.com/Jihwan_JHKIM

View solution in original post

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