12-05-2018 09:00 AM
I have a file containing the monthly planned values (PV) for each project & expense. This file can contain updates to these existing projections. So any given Month/Project/Expense (Key) can have orginal, monthly, and most recent updates.
This column works to always provide the original values:
12-05-2018 10:23 PM
It seems you may try to use ALLSELECTED Function. Below is the post for your reference. If it is not your case, please share the simplified data sample and expected output so that we could help further on it. You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
12-06-2018 09:16 AM
The issue with All Selected is that it will only show amounts that have a updated value. I need to accumlate the amounts upto and including that quarter. Some periods have no udpates but the accumulated total still applies.
I have budget data per month spanning 2017 - 2024, but so far I only have 5 updates (2017-09, 2018-01, 2018-04, 2018-07, 2018-10). These updates can be to some past and/or future months. When there is an update, I need to use that value within the updated range.
So again it's not as of 'today's cumulative latest value. I need to plot it as it's been updated.