Forum Discussion
Recursive Calculation and Forecast measure
Hi murillocosta
Such fully recursive problems cannot be handled by DAX straight forward. A helper table that suits your case shall be needed to handle the recursion. The solution is a bet difficult to understand and it should be carefully design to suit each case independently (cannot be generalized) nevertheless, what ever the chosen details of the solution, the general idea remains the same.You need to import the Fibonacci table as is and use the DAX as is. However, your real data might not be as I expected, therefore some changes might be required.
Please note that such reports should have limited flexibility in terms of the columns used to slice. Slicing by different column(s) might require changing the code. You need to understand that this is a limitation of the DAX language for the time being, hopping future updates will curry new features of the language such as loops that can help performing recursive calculations much more easier.
Also Please note that there is a rounding error with this method and the results shall not be 100% accurate.
Please refer to the sample file with the solutionForecast Count = VAR W = CALCULATE ( MAX ( 'Table'[Year Week Sort] ), REMOVEFILTERS ( ) ) -- with real data would be VAR LastDateWithData 'Table'[Date] and then VAR W = YEAR ( LastDateWithData ) * 100 + WEEKNUM ( LastDateWithData ) VAR CW = MAX ( 'Date'[Year Week Sort] ) VAR S4 = CALCULATE ( [CounRef], 'Date'[Year Week Sort] = W, ALLSELECTED ( ) ) VAR S3 = CALCULATE ( [CounRef], 'Date'[Year Week Sort] = W - 1, ALLSELECTED ( ) ) VAR S2 = CALCULATE ( [CounRef], 'Date'[Year Week Sort] = W - 2, ALLSELECTED ( ) ) VAR S1 = CALCULATE ( [CounRef], 'Date'[Year Week Sort] = W - 3, ALLSELECTED ( ) ) VAR SelectedWeeks = ALLSELECTED ( 'Date'[Year Week Sort] ) VAR WeeksOnAndBefore = FILTER ( SelectedWeeks, 'Date'[Year Week Sort] > W && 'Date'[Year Week Sort] <= CW ) VAR Ranking = COUNTROWS ( WeeksOnAndBefore ) RETURN SUMX ( FILTER ( FibonacciTable, FibonacciTable[Index] = Ranking ), FibonacciTable[Value1] * S1 + FibonacciTable[Value2] * S2 + FibonacciTable[Value3] * S3 + FibonacciTable[Value3] * S4 )murillocosta
Here you go
Hi murillocosta
Attached your sample file updated with the dynamiuc solution
Total Outbound Final 2 =
VAR Periods = [Number of Periods Value]
VAR TotalOutBound = [Total Outbound]
VAR W = CALCULATE ( MAX ( 'SUMMARIZE'[Week Rank] ), 'SUMMARIZE'[Total Outbound] <> 0, REMOVEFILTERS ( ) )
VAR CW = MAX ( 'SUMMARIZE'[Week Rank] )
VAR SelectedWeeks = CALCULATETABLE ( VALUES ( 'SUMMARIZE'[Week Rank] ), ALLSELECTED ( ) )
VAR WeeksOnAndBefore =
FILTER(
SelectedWeeks,
'SUMMARIZE'[Week Rank] > W && 'SUMMARIZE'[Week Rank] <= CW
)
VAR CurrentIndex = COUNTROWS ( WeeksOnAndBefore )
VAR T1 = SELECTCOLUMNS ( GENERATESERIES ( 1, Periods, 1 ), "@ValueInex", [Value] )
VAR T2 =
ADDCOLUMNS (
T1,
"@Value",
VAR ValueIndex = [@ValueInex]
RETURN
CALCULATE ( [Total Outbound], 'SUMMARIZE'[Week Rank] = W + ValueIndex - Periods, ALLSELECTED ( ) )
)
VAR Result =
SUMX (
T2,
VAR CurrentValue = [@Value]
VAR FibTable =
FILTER (
Fibonacci_Table,
Fibonacci_Table[Index] = CurrentIndex
&& Fibonacci_Table[Period Index] = Periods
&& Fibonacci_Table[Value Index] = [@ValueInex]
)
VAR FibValue = MAXX ( FibTable, Fibonacci_Table[Value] )
RETURN
CurrentValue * FibValue
)
RETURN
Result + TotalOutBound
Thank you . It's really helpful, I will use this for my projects for recursive calculations. I always try to perform this type of calculation on dbt which is the tool I use for transformation before pulling the data into PBI but some case I only have the data uploaded to PBI.
I think you uploaded the wrong file. Could please send my sample file updated?
Thanks
murillocosta
Apologies for that. The attachment in my previous reply has been updated. Please check.