Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago

By Period Expense Forecast vs. Total Invoices

Hello,

 

This is my first time posting -- I apologize in advance for any incorrect protocol.  

 

The calculation I am trying to solve is to chip away at Total Invoices received for the year with each month's respective forecast. 

 

For example,

 

Total Invoices received for the year as of Period 4 is $100. 

Forecast in Period 1 is $10, so show all of Period 1 as Invoiced $, the remaining Total Invoices = $90. 

Forecast in Period 2 is $30, so show all of Period 2 s Invoiced $, the remaining Total Invoices = $60, 

Forecast in Period 3 is $50, so show all of Period 3 as Invoiced $, the remaining Total Invoices = $10. 

Forecast in Period 4 is $40 so show $10 in Period 4 as Invoiced $, the remaing $30 show as Uninvoiced $.

Show Forecast for Periods 5 through 12 as Uninvoiced $.

 

Any help is greatly appreciated!

Need Help

2 Replies

  • v-yuta-msft's avatar
    v-yuta-msft
    Community Support
    7 years ago

    Anonymous ,

     

    Could you share some sample data and clarify more details about expected value?

     

    Community Support Team _ Jimmy Tao

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Hi,

       

      Thank you for your reply.  Please see the two attachments for sample data. 

       

      Please note that the columns highlighted in gray are samples of the actual data that I have.  The columns highlighted in green are the calculated values that I'd like to be able to display in a visual.   Please note that the second picture below is the same data as the first picture, however I have displayed the formulas that I am using to calculate the green-header columns.

       

      Thanks again!