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Zaynah16
Helper I
Helper I

Rolling forecast

Hi Guys, 

 

Please could someone help, I need to create a rolling forecast in a matrix with a view of the next 3 months from 2021-2025  to refrelct  WP( (market Column )  and BP( Market Column ) I'd like to have business Unit and sub bu per BP and WP 

 

Sample data 

 platform table 

 

PillarBusiness Unit NameRegion Sub Busuiness Unit PK_Sub BUSub AreasCustomer Market DateValue

                                                                                                                                                                                                   

Thanks in advance 

 

Zaynah                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

3 REPLIES 3
v-easonf-msft
Community Support
Community Support

Hi, @Zaynah16 

I'm not sure what you want. Can you share your calculation logic?
Please share some sample data and expected result for further research.

 

Best Regards,
Community Support Team _ Eason

AnkitKukreja
Super User
Super User

Hi! @Zaynah16 

 

You can use the line chart to create a rolling forecast automatically, you can find the steps to do the same below.

https://community.powerbi.com/t5/Desktop/Rolling-forecast-please-help/m-p/358173

 

You can also use follow this video to use dax https://www.youtube.com/watch?v=njjEkkoyxl0.

 

Hope this helpw. If not, please provide sample file and your expected outcome.

 

For Power BI trainings or support dm or reach out to me on LinkedIn.
If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.

Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904
lbendlin
Super User
Super User

Please provide sanitized sample data that fully covers your issue. Paste the data into a table in your post or use one of the file services. Please show the expected outcome.

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