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jkulyk's avatar
jkulyk
Regular Visitor
2 years ago

Financial Forecasting

Hi 🙂  I would like to build a simple financial forecasting model based on "price" and "quantity" for the rest of 2024. The "actuals"  coming in to my model each month from SQL database.  Now, I h...
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MFelix's avatar
MFelix
Super User
2 years ago

Hi jkulyk,

 

The option is to create those what if parameters and the have a calculated measure to pick up the values.

 

Can you please give an example of what you want to achieve and the setup of your model. that will help to give you a more appropiate answer.

jkulyk's avatar
jkulyk
Regular Visitor
2 years ago

hi:) the problem is that i dont want to calc the what if parameters on top of my actuals. I have my actuals till today and then i want fixed values from the what if parameters:

As you see its not working because i cant link the parameters to a specific date range...

 

 

  • jkulyk's avatar
    jkulyk
    Regular Visitor
    2 years ago

     

  • MFelix's avatar
    MFelix
    Super User
    2 years ago

    Hi jkulyk ,

     

    How do you want to have those values incremented do you want to select the last Actuals and then the 99.000 every month, or how is that split done?

    • jkulyk's avatar
      jkulyk
      Regular Visitor
      2 years ago

      yes exactly. Till July the actuals and then the forecasting. Or better till today() 

       

      • MFelix's avatar
        MFelix
        Super User
        2 years ago

        Hi jkulyk 

         

        Try the following code:

        Total Sales + Forecast = var temptable =	SUMMARIZE(
		'calendar',
		'calendar'[monht],
		'calendar'[year],
		"Value", IF(
			MAX('calendar'[Date]) <= EOMONTH(
				TODAY(),
				0
			),
			SUM(Salers[Value]), [PRice Value] * [Quantity Value]
		)
	)

 Return
 Sumx(temptable, [Value])