With the limited information provided I’ve made a model for you. This includes a Date table that’s also been marked as a Date table.
With the technique shown in linked resource, built a Budgets table.
VAR myYear = YEAR( [LastSalesDate] )
VAR myMonth = MONTH( [LastSalesDate] )
VALUES( Dates[Month & Year] ),
Dates[Year] = myYear,
Dates[MonthOfYear] > myMonth
VALUES( 'Sample'[Region] )
SUM( 'Sample'[Value] ),
Dates[Year] = myYear &&
Dates[MonthOfYear] = myMonth
Notice that there’s no relationship between Dates and Budgets because they are at a different granularity. So the measure for Total Budget then becomes:
Total Budget =
SUM( Budgets[Budget] ),
FILTER( VALUES( Budgets[Month & Year] ),
Budgets[Month & Year] IN VALUES( Dates[Month & Year] )
To avoid blanks in the Matrix visual and adjust the row totals, I’ve created a Display Measure that combines Total Sales and Total Budgets
Display value =
ISINSCOPE( Budgets[Month & Year] ),
COALESCE( [Total Sales], [Total Budget] ),
[Total Sales] + [Total Budget]
And this is what it looks like, all put together.
Added conditional formatting to easily distinguish between Sales and Budget.
Here’s the sample file.eDNA - Budget for remaining months.pbix (71.6 KB)
I hope this is helpful