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AnalystPower Frequent Visitor
Frequent Visitor

Budget Running total forecast with a actual running total to date

Budget vs Actual comparison that I need the actual to stop on today's date vs flatlining. 
 
Capture.PNG

 

Current formula
Actual Running Total = CALCULATE(
CALCULATE(
SUM(ActifyViewCAS[BudDollars]),
FILTER(
ALLSELECTED(ActifyViewCAS),
ActifyViewCAS[Period] <= MAX(ActifyViewCAS[Period]) && ActifyViewCAS[BaseJob]="job value")
1 ACCEPTED SOLUTION

Accepted Solutions
AnalystPower Frequent Visitor
Frequent Visitor

Re: Budget Running total forecast with a actual running total to date

I got it! @AlB  Thank you for helping me think outside the box!
 
Actual Running Total =
IF( TODAY()>=MAX(ActifyViewCAS[Period]),
CALCULATE(
SUM(ActifyViewCAS[ActDollars]),
FILTER(ALLSELECTED(ActifyViewCAS),ActifyViewCAS[Period] <= MAX(ActifyViewCAS[Period]) && ActifyViewCAS[BaseJob]="JOB Num")
)Capture.PNG

 

View solution in original post

2 REPLIES 2
Super User
Super User

Re: Budget Running total forecast with a actual running total to date

Hi @AnalystPower 

How about something like: 

Actual Running Total =
IF( DateInVisual <= TODAY(), show what you have)

if DateInVisual > TODAY the measure will return blank and that won't be displayed

AnalystPower Frequent Visitor
Frequent Visitor

Re: Budget Running total forecast with a actual running total to date

I got it! @AlB  Thank you for helping me think outside the box!
 
Actual Running Total =
IF( TODAY()>=MAX(ActifyViewCAS[Period]),
CALCULATE(
SUM(ActifyViewCAS[ActDollars]),
FILTER(ALLSELECTED(ActifyViewCAS),ActifyViewCAS[Period] <= MAX(ActifyViewCAS[Period]) && ActifyViewCAS[BaseJob]="JOB Num")
)Capture.PNG

 

View solution in original post

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