Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Create a ful year forecast

🙂

5 Replies

  • Hi Anonymous 

     

    Based on the provided information and assuming both forecast and actuals are in separate tables,  I  would calculate for the last month with actual and create condition to return forecast when the period is greater than the latest actual period...but calculate is unavoidable or you'l get different latest fact dates for each period.

     

    VAR LATESTDATE =
        CALCULATE (
            LASTNONBLANK ( 'Fact'[Date], SUM ( Fact[Revenue] ) ),
            REMOVEFILTERS ( 'Fact' )
        )
    RETURN
        IF ( SELECTEDVALUE ( Dates[Date] ) > LATESTDATE, [Forecast], [Actual] )
    

     

    Solution provided based solely on the available information. If this isnt what you're looking  for, please provide sample data that wholly represents your actual data (not an image) and your expected result from that. Please refer to this sticky post https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/td-p/1447523/jump-to/first-unread-message 

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you, My CyRevAct is not a table, it is a measure I have created

      • danextian's avatar
        danextian
        Super User

        Please provide neccessary information as previously requested in order to proceed.  You may refer to the link in my previous reply.

  • Hi Anonymous 

    This can be achievable in a series of steps.

     

    1. Determine the latest date / period for your actuals. You likely have split actual and forecast data into two tables so search for the last actual date in the dataset.

    2. After you've determined the latest revenue period, the next month sequentially would be your forecasted period. 

    3. You'll also need to determine the current forecasted year. Some companies have many years of forecasted data both prior and future to analyze and predict how well their revenue's forecast meets current market. You'll then need to find your end date considering if you may be using calendar year vs fiscal year.

    4. Once you've found both your dates, use a calculate on top of your SUM to return only the sum between those two dates.

     

    hope that helps! 

  • Anonymous's avatar
    Anonymous
    Not applicable

    thank you !

     

    Is there any way of doing this in a Mcode?