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Jbr1993
Regular Visitor

Monthly Forecast Dashboard

Dear Community, 

 

I have the following problem:

 

Every month I get a rolling 12 month Forecast sheet from 37 different companies. Every month I consolidate this sheet and show it on a powerBi dashboard. 

 

To differentiate each Forecast from the previous ones I add a custom Column with "YYYY-MM". So the Forecast for December 2022 would be labeled 2022-12. 

 

In order for PowerBi to compute the value of the latest forecast for a given period I use the following formula:

most actual FC = SWITCH(TRUE(),
    (DATEADD('Forecast data'[Forecast date format],1,MONTH)='Forecast data'[Date]), "yes",
    ('Forecast data'[Forecast date format]=MAX('Forecast data'[Forecast date format])) , "yes"
 
The issue I have is I would like to be able to compare different forecast periods (M-1, M-2). At the moment I have a solution for this but it comes with its disadvantages (see below picture). For the measure to work I have to select the dates that exactly overlap one another (10 months for M-1), and i'm unable to compare other forecast ranges when doing this. 
 
The measure for calculating M-1 is as follows: 
FC M-1 Change =
VAR __BASELINE_VALUE = [November 2022]
VAR __VALUE_TO_COMPARE = [December 2022]
RETURN
    IF(
        NOT ISBLANK(__VALUE_TO_COMPARE),
        __VALUE_TO_COMPARE-__BASELINE_VALUE
    )
 
Would someone please advise what is the best way to do this, there surely must be a better way, but I haven't been able to find a solution. 
 
Thanks
 
Jbr1993_0-1674041482916.png

 

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