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clarainesgg
Helper I
Helper I

Create a Month as Excel For Forescast

Hi,

 

I have my sales till a period. I need to add 3 more month as Excel. My data end Agost-24, so i need to add:

sep-24, Oct-24, Nov-24.

 

This will be dynamic.

 

Thanks,

 

Clara

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi,

Thanks for parry2k's concern about the problem and i want to offer some more information for user to refer to.

hello @clarainesgg , you can refer to the follwing solution.

Sample data

vxinruzhumsft_0-1727142783413.png

Create a calendar table.

 

Calendar = CALENDAR(DATE(YEAR(MIN('Table'[Date])),1,1),DATE(YEAR(MAX('Table'[Date]))+1,12,31))

 

Then create a measure.

 

MEASURE =
VAR a =
    MAXX ( ALLSELECTED ( 'Table' ), [Date] )
VAR b =
    EOMONTH ( a, 0 ) + 1
VAR c =
    EOMONTH ( a, 3 ) + 1
RETURN
    COUNTROWS ( FILTER ( 'Calendar', [Date] >= b && [Date] < c ) )

 

Then create a table visual and put the date of calendar table to the field and put the measure to the visual filter.

vxinruzhumsft_1-1727142943898.png

 

Output

vxinruzhumsft_2-1727142980528.png

Best Regards!

Yolo Zhu

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

View solution in original post

8 REPLIES 8
Anonymous
Not applicable

Hi,

Thanks for parry2k's concern about the problem and i want to offer some more information for user to refer to.

hello @clarainesgg , you can refer to the follwing solution.

Sample data

vxinruzhumsft_0-1727142783413.png

Create a calendar table.

 

Calendar = CALENDAR(DATE(YEAR(MIN('Table'[Date])),1,1),DATE(YEAR(MAX('Table'[Date]))+1,12,31))

 

Then create a measure.

 

MEASURE =
VAR a =
    MAXX ( ALLSELECTED ( 'Table' ), [Date] )
VAR b =
    EOMONTH ( a, 0 ) + 1
VAR c =
    EOMONTH ( a, 3 ) + 1
RETURN
    COUNTROWS ( FILTER ( 'Calendar', [Date] >= b && [Date] < c ) )

 

Then create a table visual and put the date of calendar table to the field and put the measure to the visual filter.

vxinruzhumsft_1-1727142943898.png

 

Output

vxinruzhumsft_2-1727142980528.png

Best Regards!

Yolo Zhu

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

parry2k
Super User
Super User

@clarainesgg Sorry not a clue what you are trying to achieve. I hope someone else can help.



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Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

so, iof my last month is Aug'24, I need to create a my next month, that it'll be Sep. I need a calendar.

 

clarainesgg_0-1727119352988.png

clarainesgg_1-1727119361153.png

 

I need to calculate the next month: Similar to this:

next_mon = NEXTMONTH(Vacunar[Last_date])
 
However, it is not bringing the correct data.

 

 

parry2k
Super User
Super User

@clarainesgg but what is the purpose of this in Power BI? What is the end goal?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

clarainesgg
Helper I
Helper I

 

Like you drag in excel

 

clarainesgg_0-1727115553064.png

 

 

I tried this: 

Forecast_date =
 DATEADD(LASTDATE('Vacunar'[date_]),1,MONTH)
 
 
Thanks,
 
Clara

 

parry2k
Super User
Super User

@clarainesgg where do you want to add this? Could you provide more context?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

So i need to need to do forecast in Power Bi. I would like to appear the future month of my forecast. 

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