DAX Forecast vs Actual Measure

Notes

Requires a separate Forecast table with a saved forecast value per period, distinct from a live run-rate projection.

Requirements

• A Forecast table with a ForecastAmount column.

Builds on these measures

• Total SalesSums a revenue column across whatever filter context is currently applied.

How to use this measure

1. In Power BI Desktop, select the table that should hold the measure and choose New measure on the ribbon.
2. Paste the code, then replace the placeholder table and column names with your own. The My table names fields above do this for you.
3. Run it through the DAX Formatter if you want it laid out in your team's style.

Related DAX measures

• Budget vs Actual (Value and %)Compares actual sales to budgeted sales, showing both the dollar gap and the percentage achieved.
• Variance and Variance %Generic variance measures comparing any two values, such as actual against budget or this year against last year.
• Total SalesSums a revenue column across whatever filter context is currently applied.
• Running BalanceAccumulates a transaction amount into a running balance up to the current date filter context.
• Weighted Average PriceAverages the unit price weighted by quantity sold, instead of a simple unweighted average of prices.
• Cumulative BudgetAccumulates the budgeted amount from the start of the year through the current date filter context.

More DAX resources

Browse all 175 measures in the Power BI DAX Measures Library, or search the library for something similar to Forecast vs Actual.