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Anonymous
Not applicable

Fiscal year forecasting analytics

Is it possible to create a Line Graph with Fiscal Year in the x-axis and have a Forecast of the values? It works fine with other Date types, but not with FY that I have added as a column in my Calendar table.

1 ACCEPTED SOLUTION

OK, here goes...

Have your Fiscal year column as whole number.

Before.JPGSelect the column and in the Format window type in your FY format. In my case "FY"00 to get

Format.JPG

Even though it looks like the column is now type text, it is actually still a whole number. You can now use the column in the axis and add the forecast :

result.JPG

 





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View solution in original post

8 REPLIES 8
parry2k
Super User
Super User

@Anonymous unfortunately not, not I'm aware and can think of.

 

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I don't have acces to Desktop, but won't including the date field and Fiscal Year on the axis work? And the drill down to FY?





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In doing so, you are also helping me. Thank you!

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Anonymous
Not applicable

The moment I add FY to the axis, the Forecast functionality gets disabled.

OK, here goes...

Have your Fiscal year column as whole number.

Before.JPGSelect the column and in the Format window type in your FY format. In my case "FY"00 to get

Format.JPG

Even though it looks like the column is now type text, it is actually still a whole number. You can now use the column in the axis and add the forecast :

result.JPG

 





Did I answer your question? Mark my post as a solution!
In doing so, you are also helping me. Thank you!

Proud to be a Super User!
Paul on Linkedin.






Anonymous
Not applicable

Thanks, that seems to work.

 

Related to this, is Forecasting possible only for single series data? Our client got back asking if a Stacked Area chart could be shown with the forecasting data. Based on what I can see, it doesn't seem possible. Is Forecasting possible only in Line Graph?

I believe the only in-built forecasting option is with the line graph with a single set of data values. 

You could try writing a measure though. (you will then need the date table to cover the future periods)





Did I answer your question? Mark my post as a solution!
In doing so, you are also helping me. Thank you!

Proud to be a Super User!
Paul on Linkedin.






parry2k
Super User
Super User

@Anonymous forecasting only works if you have a date or numeric field on the x-axis.

 

Follow us on LinkedIn

 

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Anonymous
Not applicable

Thanks. Is there a workaround that I can use where I assign numeric values to the FY, but then show the actual FY in the x-axis labels. Is that possible?

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