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Calculate step progress


I am struggling to come up with a solution for cashflow projection of procurement items based on few weighted steps.

For example:


Item #Item DescriptionPricePlan / ActualIssue POStart ManufacturingInspectionShipmentDelivery
   Step Weight>>20%30%20%10%30% (or 20%)
1Item-1100,000Plan25-Jun-2225-Jul-2225-Sep-22 30-Sep-22
   Forecast    31-Oct-22
   Forecast  01-May-2315-Jun-2315-Aug-23
   Actual 10-Oct-22   


I am trying to calculate, for a specific date (say end of each month), how much is fund required, based on the dates and their weitages above.

Also, not every step has any date (for example, shipping is not required for Item-1), so the delivery payment weight will be varied (in this case balance 20% payment payment will be required for items required shipping, but for Item-1, there is no shipping, so payment on delivery will be balance 30%).

Result I am trying to get is, at the end of each month, need to calculate plan / forecast / actual fund required / disbursed.


Thank you in advance for your help. 



Community Support
Community Support

Hi  @bhm ,


I'm a little confused about your needs, Could you please explain them further? It would be good to provide a screenshot of the results you are expecting.

This is the related document, you can view this content:

Describing the forecasting models in Power View | Microsoft Power BI Blog | Microsoft Power BI

Creating Forward Forecasts in Power BI Using DAX - Enterprise DNA

How to do forecasting in power bi desktop? - Dibyendu Deb


Best Regards,

Liu Yang

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


Hi Liu,

Apologies for the delayed response. Here is a screen shot of my intended outcome. I need to create a cash flow based on the scenario as shown below. Please let me know if that helps.





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