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Heena9980
Frequent Visitor

How to compute sales projection for the below question

​A business owner needs a Power BI report which shows projected sales for the next year. The sales field is in the "reports" table. A sale is represented by the "sales" field. The "reports" table contains only data for the current year.

Fill in the blank of the following DAX expression for a new column that will compute the sales projection as the current year's sales plus 12 percent growth:

Next Year Sale =  * 1.12
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Heena9980 , We need to get this year sales first

 

Based on selected date in page

This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))

or

This Year = CALCULATE(sum('Table'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))

 

 

Based on today

 

YTD Today=
var _year = year(today())
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'), year('Date'[Date]) =  _year) )

 

You can mutiple these by 1.2

 

Or

 

treat hem as previous year - next year is selected

Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

 

 

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View solution in original post

2 REPLIES 2
Naveen132
New Member

Hi @Heena9980,

for a calculated column you can use

Projected Quantity =

items[quantity] * 1.12
Note: but you may also need to define the projected date in another column.
amitchandak
Super User
Super User

@Heena9980 , We need to get this year sales first

 

Based on selected date in page

This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))

or

This Year = CALCULATE(sum('Table'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))

 

 

Based on today

 

YTD Today=
var _year = year(today())
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'), year('Date'[Date]) =  _year) )

 

You can mutiple these by 1.2

 

Or

 

treat hem as previous year - next year is selected

Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

 

 

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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