Forecasting future months using YTD Average

Hi Anonymous ,

Try this:

FORECAST =
IF (
    ISBLANK ( SUM ( 'Fact Table'[MONTHLY ACTUALS] ) ),
    CALCULATE (
        [YTD ACTUAL MONTHLY AVERAGE],
        DATES[YearMonth] < MAX ( DATES[YearMonth] )
    )
)

Best Regards,

Icey

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you Icey.

I changed my approach and did the calculation a bit different and now is working.

Here is the code I used to arrive to the EOFY Expected Result based on YTD Actual Monthly Average:

FULL YEAR EXPECTED OUTCOME = 
VAR MonthstoEOFY = 
CALCULATE( MEDIAN ( DATES[02. FY Periods Remaining] ) ,
    KEEPFILTERS ( VALUES ( 'DATES'[Date] ) ) ) 

RETURN 
CALCULATE([YTD ACTUAL] + ([YTD ACTUAL MONTHLY AVERAGE] * MonthstoEOFY),
       'DATES'[02. Offset - CurMonth] < 0 )

I created a remaining months column in my Dates table to help me with this measure.

A bit of rounded way, but it is giving me the results I need. So much to learn 😅  

Thank you so much for your help.

Cheers

Jose M