Calculating a Forecast value

Hello FormworkFan ,

Could you please try the below mentioned DAX Measures:

Expected Goal (Projected) =
SUMX(
Goals,
Goals[2025 Goal] * MAX('TargetIndex'[% of Target])
)

Expected Goal (Monthly) =
VAR StartDate = DATE(YEAR(MAX('Calendar'[Date])), MONTH(MAX('Calendar'[Date])), 1)
VAR EndDate = EOMONTH(StartDate, 0)
VAR PriorEnd = EOMONTH(StartDate, -1)

VAR EndPct =
CALCULATE(
MAX('TargetIndex'[% of Target]),
FILTER(ALL('Calendar'), 'Calendar'[Date] = EndDate)
)

VAR StartPct =
CALCULATE(
MAX('TargetIndex'[% of Target]),
FILTER(ALL('Calendar'), 'Calendar'[Date] = PriorEnd)
)

RETURN
SUMX(
Goals,
Goals[2025 Goal] * (EndPct - StartPct)
)

If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!

Regards,
B Manikanteswara Reddy

Hi FormworkFan ,

We wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?

If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,

B Manikanteswara Reddy