Calculation at different granularity: Demand Planning

[Anonymous]

Hi,

In my Demand planning forecast report, I need to calculate my Actuals and Forecasts at different grains.

I have Plant, Customer, Material for which I calculate my Actuals and Forecast. I am trying to calculate them at different levels like

FORECAST(plant-material), FORECAST(plant-customer-material), FORECAST(Customer-material).

I believe I could use a 'If' condition to act as a 'Case' and do the Calculation, but I am not sure how it would actually work?Something like this below?

Have a slicer as Data level:

Data Level: Plant-Customer-Material is "1"

                            Plant-Material is "2"

                            Customer-Material is "3"

If 1 then calculate Forecast(Plant_Cust_Mat)

If 2 then calculate Forecast(Pant_Mat)

If 3 then calculate Forecast(Cust-Mat)

I just don't understand how I can achieve this.

[v-ljerr-msft]

Hi @Anonymous,

If I understand you correctly, the formula(DAX) should be similar like below. 

Measure =
IF (
    HASONEVALUE ( [Data Level] ),
    SWITCH (
        VALUES ( [Data Level] ),
        1, Forecast(Plant_Cust_Mat),
        2, Forecast(Pant_Mat),
        3, Forecast(Cust-Mat)
    )
)

Regards

[Anonymous]

Hi @v-ljerr-msft,

Thank you for the response. And yes, you understood it correctly. That is what I am trying to achieve, but the hard part I don't understand is calculating the ForacastAccuracy at different levels.

For ex: 

Plant	Customer	Material	Actauls	Forecast	ForecastAccuracy
1	1	1	100	110	0.909090909
1	2	1	120	150	0.8
2	1	1	50	60	0.833333333
3	2	1	60	50	1.2

If I want my ForecastAccuracy formula to execute at plant-customer-material, I will get the above results

Next, at Customer-Material level, I should get: 

Customer	Material			ForecastAccuracy
1	1	150	170	0.882352941
2	1	180	200	0.9

So, by selecting the slicers from the parametter table(Data level), I can have my chart display ForecastAccuracy for different granularity.

I don't understand how to write the dax for these different level of data. Does this make sense?

[v-ljerr-msft]

Hi @Anonymous,

As there is no any option to dynamically show/hide columns on Table/Matrix based on Slicers currently, I don't think there is way to do it in your scenario. 

Regards