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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 ,

 

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])