I have a Monthly Forecast Column which is Cumulative value (MTD), Need to calculate QTD.
Steps i used to calculate QTD from MTD:
Calculated Day level Forecast Measure by lagging the Date By 1 :
1. Daily Forecast = Var _PDayForecast = CALCULATE(SUM(Table[Monthly Forecast])/1000,DATEADD('Fiscal Calendar'[Fiscal Date],-1,DAY), SUMMARIZE('Fiscal Calendar','Fiscal Calendar'[Fiscal Year],'Fiscal Calendar'[FiscalPeriod])) RETURN [Monthly Forecast] - _PDayForecast
2. Calculated the QTD Forecast Measure by using the above calculated Measure Daily Forecast:
QTD Forecast = CALCULATE([Daily Forecast],ALL('Fiscal Calendar'),'Fiscal Calendar'[Fiscal Year] = VALUES('Fiscal Calendar'[Fiscal Year]),'Fiscal Calendar'[Fiscal Quarter] = VALUES('Fiscal Calendar'[Fiscal Quarter]),'Fiscal Calendar'[Fiscal Day] <= VALUES('Fiscal Calendar'[Fiscal Day]))
RESULT: Still showing MTD values.
ie., Period 1 Day 31 - 28,330;
Period 2 day 1 - 2,230.
Expected Result : Period 1 Day 31 - 28,330
Period 2 day 1 - 30,560.
Any suggestions are highly appreciated.
Thanks,
Bal.