Forum Discussion
Projection based on numeric parameters
Hi all!
I've been charged with creating a flexible business case tool, where the business users can input some items, get a cost, use a growth rate, and see how much it would cost year over year.
I have the formula to get the total original cost, which I have called [Total Year 1 Costs]. I also have a numeric parameter that allows the user to select a growth rate (between 0.01 - 0.5) for the annual growth rate. I'm trying to allow them to also select the start year for the project ("Go Live Year"). The individual variables are working, but my switch formula is not. Any assistance is greatly appreciated!
Hi Thigs ,
To get more accurate projections, I’d suggest using a dynamic DAX calculation that responds to your input parameter. You can use something like SWITCH() or IF() in your measure to handle different values of the parameter.
For example:
Projected Value =
SWITCH(
TRUE(),
[Parameter] = 1, [Value] * 1.1,
[Parameter] = 2, [Value] * 1.2,
[Parameter] = 3, [Value] * 1.3,
[Value]
)
This way, the projections will automatically adjust depending on the input selected. It’s a flexible method and easy to maintain if you plan to add more conditions later. Also, just a quick tip if you're working with a large dataset, try to avoid using calculated columns unless necessary. Measures are generally more performance-friendly in such cases.
Please feel free to come back if you have any queries.
Thank you.
17 Replies
Can you provide some images of what you mean by "not working"?
No data is appearing within the graph. I am using a line chart, using Years as my X-axis (not "Go Live" year, but a year table that has one column, Years, from 2025 - 2100). I then pull the measure into the Y axis and nothing occurs.
I need to see columns grouped in rows amd columns section of the visual, the selection on slicers, need to see the data model
Without contexts and Data model I cannot understand the issue
I agree, the problem must be here
MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year]), BaseYear,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year])+1, Year1,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year])+2, Year2,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year])+3, Year3,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year])+4, Year4,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year])+5, Year5I assume the SELECTEDVALUE part is returning a blank as it finds more values, please turn it intoMAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year], -1), BaseYear,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year], -1)+1, Year1,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year], -1)+2, Year2,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year], -1)+3, Year3,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year], -1)+4, Year4,MAX(Years[Years]) = SELECTEDVALUE('Go Live Year'[Go Live Year], -1)+5, Year5and try again, I expect some values now. But please turn the graph into a table, I want to see nrsTo understand why SELECTEDVALUE does not find a single value, in case my intuition is correct, I need to see the tables and the modelIf this helped, please consider giving kudos and mark as a solution
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Hi! Thanks for the assistance, unfortunately that's still not working. I tried the table - it is blank.
So, I tried changing the formula to see if we can isolate what is going wrong. It's something with the Year = Go Live Year, because if I just tell it to use Year = 2025, etc, it is working.
Hi Thigs ,
Please follow these steps to achieve the desired outcome:
1. Create a Parameter Table (Disconnected Table)
ProjectionParams =
DATATABLE(
"Parameter", STRING,
"Value", DOUBLE,
{
{"StartValue", 1000},
{"GrowthRate", 0.10},
{"DeclineRate", 0.05},
{"GrowthMonths", 5},
{"DeclineMonths", 3},
{"TotalMonths", 12}
}
)2. Build a Calendar Table with a Month Index
MonthIndex =
ADDCOLUMNS(
CALENDAR(DATE(2025, 1, 1), DATE(2025, 12, 31)),
"MonthNum", DATEDIFF(DATE(2025, 1, 1), [Date], MONTH) + 1
)
This will generate 12 months, with the MonthNum column starting at 1.3. Define a Measure for Projected Value Calculation
ProjectedValue =
VAR StartValue = CALCULATE(MAX(ProjectionParams[Value]), ProjectionParams[Parameter] = "StartValue")
VAR GrowthRate = CALCULATE(MAX(ProjectionParams[Value]), ProjectionParams[Parameter] = "GrowthRate")
VAR DeclineRate = CALCULATE(MAX(ProjectionParams[Value]), ProjectionParams[Parameter] = "DeclineRate")
VAR GrowthMonths = CALCULATE(MAX(ProjectionParams[Value]), ProjectionParams[Parameter] = "GrowthMonths")
VAR DeclineMonths = CALCULATE(MAX(ProjectionParams[Value]), ProjectionParams[Parameter] = "DeclineMonths")
VAR TotalMonths = CALCULATE(MAX(ProjectionParams[Value]), ProjectionParams[Parameter] = "TotalMonths")
VAR MonthNum = SELECTEDVALUE('MonthIndex'[MonthNum])
VAR Result =
SWITCH(
TRUE(),
MonthNum = 1, StartValue,
MonthNum <= GrowthMonths + 1, StartValue * POWER(1 + GrowthRate, MonthNum - 1),
MonthNum <= GrowthMonths + DeclineMonths + 1,
VAR GrowthEndValue = StartValue * POWER(1 + GrowthRate, GrowthMonths)
VAR DeclineStep = MonthNum - GrowthMonths - 1
RETURN GrowthEndValue * POWER(1 - DeclineRate, DeclineStep),
BLANK()
)
RETURN Result4. Visualize the Results
Create a line chart or table with the following:
X-Axis: MonthIndex[Date]
Y-Axis/Values: ProjectedValue (the measure above)
This visualization will illustrate the projected curve based on the growth and decline parameters set.I’ve attached the .pbix file and screenshots for your reference.
Best Regards,
Tejaswi.
Community SupportBut this won't work with my existing formula to find the cost, correct? I don't see the current cost anywhere in there. That formula has many pieces, so I need to be able to reference that measure.
Hi Thigs ,
You’re absolutely right the example I provided uses a static StartValue from the parameter table and doesn’t reference your [Total Year 1 Costs] formula.
To incorporate your measure, simply update the measure by replacing this line:
VAR StartValue = CALCULATE(MAX(ProjectionParams[Value]), ProjectionParams[Parameter] = "StartValue")
with:
VAR StartValue = [Total Year 1 Costs]
This change ensures the projection logic is applied directly to your calculated cost. Make sure your [Total Year 1 Costs] measure returns accurate, context-dependent results, especially when filters like category, year, or month are involved. That way, your projections will stay precise.
Best regards,
Tejaswi.
Community Support Team
