Combining actuals with planning values and have measures on row

The image below shows a visual where you have two different measures on separate rows and on the rows we have combined locked actuals with planning values. This document shows the DAX measure you need to create to accomplish this.



First of all, you need to create a column in you date dimension which will report if a date is for actual or planning values. This column can for example have this measure:

IsActual will, in this case, be true if the date is 4 days old.

After the IsActual column in the date dimension has been created, you need to create a measure which tells if the column in the visual should be locked. This could be like this:

This measure should be dragged to the "Values" and will be used as the locked indicator in the visual configuration:



Finally you can create the measure that will return one of four different values depending on which measure and if it's an actual or planning value