I am trying to create a monthly profit and loss report that displays both actual and budget relative to the date selected.
I can use the matrix visual and add measures for actual P&l and budget. That’s OK, however I would like to show only the actual relative to the month selected, and the remainder being budget.
I have tried a logical argument, but just can’t seem to get this right. Either it starts summing all of the actual months together, creates and error.
the ideal scenario would like something like…
Actual Actual Budget Budget Budget… etc for a financial year
Jul-19 Aug-19 Sep-19 Oct-19 Nov-19
Below is the DAX I have tried using but I can’t seem to filter the first few months to only show the actual relative to the month selected in a slicer.
Actual or Budget = IF(
LASTDATE(Dates[Date]) <= ENDOFMONTH( Dates[Date] ),
Many thanks in advance…