Calculating run rate Month To Date Base on History Last Month

[ducvan1987]

Dear everbody

Please help to caculcate Runrate month to day base on history Lastmonth.

I have list seller perfomance daily . So i want calculate MTD (End of Month) how many order they can reach base on perfomance last month.

I have Grass_date / Shopid / Orders.

So what 's best metric Runrate ? please help

[v-yaningy-msft · Accepted solution]

Hi, @ducvan1987 

May I ask if this is the expected output you are looking for? Based on your description, since I'm not sure of your specific needs, I've used two methods to achieve the effect you're looking for. Following picture shows the effect of the display.

Method 1:

Measures:

LastMonthOrders =
CALCULATE ( SUM ( 'Table'[orders] ), PREVIOUSMONTH ( 'Table'[grass_date] ) )

DaysInLastMonth =
COUNTROWS (

    FILTER (

        ALL ( 'Table'[grass_date] ),

        MONTH ( 'Table'[grass_date] ) = MONTH ( EDATE ( TODAY (), -1 ) )

            && YEAR ( 'Table'[grass_date] ) = YEAR ( EDATE ( TODAY (), -1 ) )

    )

)

AvgDailyOrdersLastMonth =
DIVIDE ( [LastMonthOrders], [DaysInLastMonth] )

DaysMTD =
COUNTROWS (

    FILTER (

        ALL ( 'Table'[grass_date] ),

        'Table'[grass_date] >= DATE ( 2023, 12, 1 )

            && 'Table'[grass_date] <= TODAY ()

    )

)

MTDRunRate =
[AvgDailyOrdersLastMonth] * [DaysMTD]

Method 2:

Measures:

DaysInLastMonth =
COUNTROWS (

    FILTER (

        ALL ( 'Table'[grass_date] ),

        MONTH ( 'Table'[grass_date] ) = MONTH ( EDATE ( TODAY (), -1 ) )

            && YEAR ( 'Table'[grass_date] ) = YEAR ( EDATE ( TODAY (), -1 ) )

    )

)

LastMonthOrders =
SUMX (

    FILTER ( 'Table', MONTH ( 'Table'[grass_date] ) = MONTH ( TODAY () ) - 1 ),

    'Table'[orders]

)

AvgDailyOrdersLastMonth =
SUMX (

    FILTER ( 'Table', MONTH ( 'Table'[grass_date] ) = MONTH ( TODAY () ) - 1 ),

    'Table'[orders]

) / [DaysInLastMonth]

MTDRunRate =
[AvgDailyOrdersLastMonth] * [DaysMTD]

DaysMTD =
VAR StartDate =
    EOMONTH ( TODAY (), -1 ) + 1
VAR EndDate =
    TODAY () + 1
RETURN
    DATEDIFF ( StartDate, EndDate, DAY )

If this does not work, could you please share some clear sample data without sensitive information and expected output.

How to provide sample data in the Power BI Forum - Microsoft Fabric Community

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

[Vallirajap]

Hii @ducvan1987 

Use the below measure to find the MTD orders

MTD = TOTALMTD(SUM(tablename[Orders]), tablename[grass_date])

its works then, Mark as a solution and hit the kudo

Thank you