Forum Discussion
Dax Recursive Calculated Column
Looking for a bit of help with a recursive forecasting challenge.
Effectively I'd like to create a calculated column which for the first index takes the Activity + ( Activity * Activity Change %), but for other rows takes the prior calculation and applies the current row activity change. This occurs on multiple cost centre levels (code).
Screenshot
Data
Month Year | Code | Activity Change % | Activity | Index | Forecast |
| Formula |
01/03/2022 | 100 | 2.0% | 3048 | 0 | 3108 |
| =D2+(D2*C2) |
01/04/2022 | 100 | -4.0% |
| 1 | 2984 |
| =F2+(F2*C3) |
01/05/2022 | 100 | 5.0% |
| 2 | 3134 |
|
|
01/06/2022 | 100 | 7.0% |
| 3 | 3353 |
|
|
01/07/2022 | 100 | -4.0% |
| 4 | 3219 |
|
|
01/08/2022 | 100 | 8.0% |
| 5 | 3476 |
|
|
01/09/2022 | 100 | -3.0% |
| 6 | 3371 |
|
|
01/10/2022 | 100 | 2.0% |
| 7 | 3439 |
|
|
01/11/2022 | 100 | 4.0% |
| 8 | 3576 |
|
|
01/12/2022 | 100 | -6.0% |
| 9 | 3363 |
|
|
01/03/2022 | 200 | 1.7% | 3448 | 0 | 3506 |
| =D12+(D12*C12) |
01/04/2022 | 200 | -3.4% |
| 1 | 3387 |
| =F12+(F12*C13) |
01/05/2022 | 200 | 4.2% |
| 2 | 3530 |
|
|
01/06/2022 | 200 | 5.9% |
| 3 | 3739 |
|
|
01/07/2022 | 200 | -3.4% |
| 4 | 3611 |
|
|
01/08/2022 | 200 | 6.8% |
| 5 | 3857 |
|
|
01/09/2022 | 200 | -2.6% |
| 6 | 3757 |
|
|
01/10/2022 | 200 | 1.7% |
| 7 | 3822 |
|
|
01/11/2022 | 200 | 3.4% |
| 8 | 3952 |
|
|
01/12/2022 | 200 | -5.2% |
| 9 | 3749 |
|
|
I did try Gerhard Brueckl's interesting approach for creating this entirely in DAX Link but unfortunately I couldn't get this to work at Cost Centre Code level (works perfectly at an overall level) so have gone down the path of creating the above table instead
Thanks in advance
Adam
2 Replies
AdamPBIDev , Try like
maxx(filter(Table, [Code] = earlier([Code])), [Activity]) * ProductX(filter(Table, [Code] = earlier([Code])), 1+[Activity Change %])
amitchandak Thanks for your suggestion!
Interestingly it returns the correct closing position forecast number but repeats the value each month rather than recalculating for each position - Screenshot attached
Any ideas?
Cheers
Adam
