Measure for Budget 12 months vs YTD for some months

[Anonymous]

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.

[Anonymous]

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]

Hi, @Anonymous 

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.

[Anonymous]

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 · Accepted solution]

Hi, @Anonymous 

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 () )

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