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DirkLX
Regular Visitor

Calculate forecast value based on conditions (DAX)

I have the following table and would like to create FCST values based on certain conditions but cannot get things to work. Any help is appreciated.

 

IF ( Region = "WEST)
     FcstValue = (Bookings value from previous period * RegionWeight) +

                      (Bookings value current period * RegionWeight)

 

 

 

Partner

Region

Bookvalue

Date

FcstValue

RegionWeight

A

WEST

100

12/1/2016

50

0.5

A

WEST

50

1/1/2017

75

0.5

A

WEST

50

2/1/2017

50

0.5

A

WEST

60

3/1/2017

55

0.5

B

EAST

80

12/1/2016

86

0.7

B

EAST

20

1/1/2017

70

0.7

B

EAST

20

2/1/2017

28

0.7

B

EAST

50

3/1/2017

49

0.7

C

WEST

60

12/1/2016

65

0.5

C

WEST

60

1/1/2017

60

0.5

C

WEST

80

2/1/2017

70

0.5

C

WEST

90

3/1/2017

85

0.5

 

 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @DirkLX,

 

Ycan try to use below measure formulas if it suitable for your requirement:

 

All Region:

Current + Pervious(All) =
var currPartner= LASTNONBLANK(Sheet9[Partner],[Partner])
var currRegion=LASTNONBLANK(Sheet9[Region],[Region])
var temp=FILTER(ALL(Sheet9),[Region]=currRegion&&[Partner]=currPartner)
return
SUMX(FILTER(temp,OR([Date]=MAX([Date]),[Date]=MAXX(FILTER(temp,[Date]<MAX([Date])),[Date]))),[Bookvalue]*[RegionWeight])

 

WEST only:

Current + Pervious(WEST) =
var currPartner= LASTNONBLANK(Sheet9[Partner],[Partner])
var temp=FILTER(ALL(Sheet9),[Region]="WEST"&&[Partner]=currPartner)
return
SUMX(FILTER(temp,OR([Date]=MAX([Date]),[Date]=MAXX(FILTER(temp,[Date]<MAX([Date])),[Date]))),[Bookvalue]*[RegionWeight])

 

Capture2.PNG

 

Regards,

Xiaoxin Sheng

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Hi @DirkLX,

 

Ycan try to use below measure formulas if it suitable for your requirement:

 

All Region:

Current + Pervious(All) =
var currPartner= LASTNONBLANK(Sheet9[Partner],[Partner])
var currRegion=LASTNONBLANK(Sheet9[Region],[Region])
var temp=FILTER(ALL(Sheet9),[Region]=currRegion&&[Partner]=currPartner)
return
SUMX(FILTER(temp,OR([Date]=MAX([Date]),[Date]=MAXX(FILTER(temp,[Date]<MAX([Date])),[Date]))),[Bookvalue]*[RegionWeight])

 

WEST only:

Current + Pervious(WEST) =
var currPartner= LASTNONBLANK(Sheet9[Partner],[Partner])
var temp=FILTER(ALL(Sheet9),[Region]="WEST"&&[Partner]=currPartner)
return
SUMX(FILTER(temp,OR([Date]=MAX([Date]),[Date]=MAXX(FILTER(temp,[Date]<MAX([Date])),[Date]))),[Bookvalue]*[RegionWeight])

 

Capture2.PNG

 

Regards,

Xiaoxin Sheng

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