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Dear Dax Gurus,
Would appreciate some help - I'm looking to create a calculated column forecast which at index 0 simply takes the (Activity + (Activity * Activity Change %)), but for all other indexes takes the previous row calculated forecast and applies the current row activity change %.
Note the index resets at each change in (Cost Centre)"Code".
Screenshot 1
Sample Data
Month Year | Code | Activity Change % | Activity | Index | Forecast | Formula | |
01/03/2022 | 100 | 2.0% | 3048 | 0 | 3108 | =D2+(D2*C2) | |
01/04/2022 | 100 | -4.0% | 1 | 2984 | =F2+(F2*C3) | ||
01/05/2022 | 100 | 5.0% | 2 | 3134 | |||
01/06/2022 | 100 | 7.0% | 3 | 3353 | |||
01/07/2022 | 100 | -4.0% | 4 | 3219 | |||
01/08/2022 | 100 | 8.0% | 5 | 3476 | |||
01/09/2022 | 100 | -3.0% | 6 | 3371 | |||
01/10/2022 | 100 | 2.0% | 7 | 3439 | |||
01/11/2022 | 100 | 4.0% | 8 | 3576 | |||
01/12/2022 | 100 | -6.0% | 9 | 3363 | |||
01/03/2022 | 200 | 1.7% | 3448 | 0 | 3506 | =D12+(D12*C12) | |
01/04/2022 | 200 | -3.4% | 1 | 3387 | =F12+(F12*C13) | ||
01/05/2022 | 200 | 4.2% | 2 | 3530 | |||
01/06/2022 | 200 | 5.9% | 3 | 3739 | |||
01/07/2022 | 200 | -3.4% | 4 | 3611 | |||
01/08/2022 | 200 | 6.8% | 5 | 3857 | |||
01/09/2022 | 200 | -2.6% | 6 | 3757 | |||
01/10/2022 | 200 | 1.7% | 7 | 3822 | |||
01/11/2022 | 200 | 3.4% | 8 | 3952 | |||
01/12/2022 | 200 | -5.2% | 9 | 3749 |
I did try Gerhard Brueckl's interesting approach for creating this entirely in DAX Link but unfortunately I couldn't get this to work at Cost Centre Code level (works perfectly at an overall level) so have gone down the path of creating the above table instead
Thanks in advance
Adam
Solved! Go to Solution.
Hi @AdamPBIDev,
AFAIK, current power bi data model tables do not include row and column index AND DAX expression does not support doing recursive calculations.
Previous Value (“Recursion”) in DAX - Microsoft Power BI Community
You can enter to query editor to do these calculations but it will be poor performance on recursive calculations.
Recursive Functions in Power BI / Power Query — The Power User
Regards,
Xiaoxin Sheng
Hi @AdamPBIDev,
AFAIK, current power bi data model tables do not include row and column index AND DAX expression does not support doing recursive calculations.
Previous Value (“Recursion”) in DAX - Microsoft Power BI Community
You can enter to query editor to do these calculations but it will be poor performance on recursive calculations.
Recursive Functions in Power BI / Power Query — The Power User
Regards,
Xiaoxin Sheng
@AdamPBIDev , Try a new column,
Value = MAXX(filter(Data, [Index] =0 && [Code] =EARLIER(Data[Code])),[Activity])* PRODUCTX(Filter(DATA, [Code] =EARLIER(Data[Code]) && [Index] <=EARLIER(Data[Index])), 1+[Activity Change %])
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