Forum Discussion
Forecasting
Hi!
I have calculated cumulative forecast and cumulative recorded sales.
I need help with a DAX-expression to alter my forecast based on the results of the recorded sales:
Example:
Original forecast says 10$ per month, cumulative this will give january 10$, february 20$, march 30$ etc... Resulting in cumulative 120$ by the end of the year.
I want to alter that forecast. If sales for january turns out to be only 5$, i want my cumulative forecast by the end of the year to be 115$.
What I want to do is that for every (date) with a recorded sale, the forecast for the year should be the historicly recorded sales + remaining original forecast for the remaining (dates)
Thank you!
I solved it myself!
The three steps are measures and works for me. My "Prognosis allocation" in step 2 is a calculated measure which contains a monthly budget distributed over every calender date.
1. Accumulate Sales (where [Sales] is a sum of sales from my sales column.)
Acc. Sales =
VAR CurrentDate =
CALCULATE(
LASTNONBLANK('Data Sales'[Date]; [Sales]);
ALL('Data Sales'[Date])
)
RETURN
CALCULATE([Sales];
FILTER( ALLSELECTED('Calender'[Date]);
'Calender'[Date]<=CurrentDate))2. Calculate remaining forcast based on the last date of your sales
Remaining forcast =
VAR CurrentDate =
CALCULATE(
LASTNONBLANK('Calender'[Date]; 'Calculations Accumulations'[Acc. Sales]);
ALL('Calender'[Date])
)
RETURN
CALCULATE(
[Prognosis allocation];
FILTER(VALUES('Calender'[Date]);'Calender'[Date]>CurrentDate))3.
Final forcast =
CALCULATE(
'Calculations Accumulations'[Acc. Sales]+[Remaining forcast];
FILTER( ALLSELECTED('Calender');
'Calender'[Date]<=MAX('Calender'[Date])))
2 Replies
I solved it myself!
The three steps are measures and works for me. My "Prognosis allocation" in step 2 is a calculated measure which contains a monthly budget distributed over every calender date.
1. Accumulate Sales (where [Sales] is a sum of sales from my sales column.)
Acc. Sales =
VAR CurrentDate =
CALCULATE(
LASTNONBLANK('Data Sales'[Date]; [Sales]);
ALL('Data Sales'[Date])
)
RETURN
CALCULATE([Sales];
FILTER( ALLSELECTED('Calender'[Date]);
'Calender'[Date]<=CurrentDate))2. Calculate remaining forcast based on the last date of your sales
Remaining forcast =
VAR CurrentDate =
CALCULATE(
LASTNONBLANK('Calender'[Date]; 'Calculations Accumulations'[Acc. Sales]);
ALL('Calender'[Date])
)
RETURN
CALCULATE(
[Prognosis allocation];
FILTER(VALUES('Calender'[Date]);'Calender'[Date]>CurrentDate))3.
Final forcast =
CALCULATE(
'Calculations Accumulations'[Acc. Sales]+[Remaining forcast];
FILTER( ALLSELECTED('Calender');
'Calender'[Date]<=MAX('Calender'[Date])))Hi!
I have calculated cumulative forecast and cumulative recorded sales.
I need help with a DAX-expression to alter my forecast based on the results of the recorded sales:
Example:
Original forecast says 10$ per month, cumulative this will give january 10$, february 20$, march 30$ etc... Resulting in cumulative 120$ by the end of the year.
I want to alter that forecast. If sales for january turns out to be only 5$, i want my cumulative forecast by the end of the year to be 115$.
What I want to do is that for every (date) with a recorded sale, the forecast for the year should be the historicly recorded sales + remaining original forecast for the remaining (dates)Thank you!