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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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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])