Forum Discussion

swinings's avatar
swinings
Helper I
5 years ago

PowerBI Forecasting Report

Good Afternoon!

 

I am trying to make a forecasting page(s) for a provider. I can easily do forecasting in a line chart. I'm more curious if it is possible make something like this that I made in Excel:

I linked this to our forecasting tool. We have individuals who can estimate how many people are going to receive a specific service. By entering in the first 4 columns and the second to last, it will give an additional total. This total is then added to a larger projection tool:

This tool lets users manipulate the data to see how it would impact finances if they sold X amount of units of a service. They also have the ability to see what would happen if they increased services by a specific percent.

 

Is this even possible to do in PowerBI? I know PBI is more of a visualization tool, but I figured I would check before giving them an answer.

 

Thanks,

Shannon

 

Forecasting
Report

3 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    5 years ago

    swinings You can use a What If parameter to help with this. 

     

    Sorry, having trouble following, can you post sample data as text and expected output?
    Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

    Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

    The most important parts are:
    1. Sample data as text, use the table tool in the editing bar
    2. Expected output from sample data
    3. Explanation in words of how to get from 1. to 2.

    • swinings's avatar
      swinings
      Helper I
      4 years ago

      Apologies for not getting back sooner. I got detoured by some other projects.

      The what-if function is amazing and I wish I knew about it sooner. That is going to work for most of it.

      Now, however, I am looking to multiply my filtered value by the what-if parameter. I know I will need a new measure, but I'm unsure the DAX formula.

      I.e. 

      Total Amount/New Measure = (chosen rate/filter) * ((Number of Days/Weeks/Months * Number of Units Per Day/Week/Month) * Number of People Receiving Service)

       

      I'm looking for the first part of the DAX code.

       

      Is this even possible? Or do I have to separate all my rates into individual measures? I was hoping I could do this filtering so that peope can choose the rate.

      The goal would then to put in multiple of these like the excel sheet, then add in all the final new measures to our data.

       

      Thanks again!