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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Finding Month to date Forecast

Hi I Have a table like this. It has Actual amount which gets updated everyday, and a forecast amount which is pre-loaded for the whole month. 

I am looking for 3 KPI's. 

1) Month to date actual 

2) Month to date Forecast

3) and Full month forecast. 

 

I have been able to workout Month To Date Actual and Full Month forecast. But cant get the calculation for 2) Month to Date Forecast right. Here is the input table

DateActualForecast
01/01/20211110
02/01/20211510
03/01/202120 (suppose today is (03/01/2021)10
04/01/2021 10
05/01/2021 10
06/01/2021 ..... continious for whole month 10
31/01/2021 

10

 

For my results I should get this: 

 

1) Month to date actual: (11+15+20) = 46

2) Month to Date Forecast: (10+10+10+) = 30

3) Full Month forecast : (10x 31) = 310. 

 

 

Can someone please guide me on how to find the answer to number 2) Month to Date forecast. 

Thanks

Need Help
  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi Anonymous 

    Acutal in your Data table will be blank if date is after current day.

    I think you can build a calendar table and relate this table with your data table. Then get number 2) Month to Date forecast by measure.

    Calendar table:

    Date = ADDCOLUMNS(CALENDARAUTO(),"Year",YEAR([Date]),"Month",MONTH([Date]))

    Measure:

    Measure = CALCULATE(SUM('Table'[Forecast]),FILTER('Table','Table'[Actual]<>BLANK()))

    My Sample Data is from 2021/07/01 to current day (2021/08/24). Result is as below.

    Best Regards,
    Rico Zhou

     

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

2 Replies

  • VahidDM's avatar
    VahidDM
    Icon for Super User rankSuper User
    5 years ago

    Hi Anonymous 

    Try this measure:

    Month to Date Forecast =
TOTALMTD ( SUM ( 'Table'[Forecast] ), 'Table'[Date] )

     

    Did I answer your question? Mark my post as a solution!

    Appreciate your Kudos  !!

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Anonymous 

    Acutal in your Data table will be blank if date is after current day.

    I think you can build a calendar table and relate this table with your data table. Then get number 2) Month to Date forecast by measure.

    Calendar table:

    Date = ADDCOLUMNS(CALENDARAUTO(),"Year",YEAR([Date]),"Month",MONTH([Date]))

    Measure:

    Measure = CALCULATE(SUM('Table'[Forecast]),FILTER('Table','Table'[Actual]<>BLANK()))

    My Sample Data is from 2021/07/01 to current day (2021/08/24). Result is as below.

    Best Regards,
    Rico Zhou

     

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