Forum Discussion
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.
OK, here goes...
Have your Fiscal year column as whole number.
Select the column and in the Format window type in your FY format. In my case "FY"00 to get
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 :
8 Replies
- parry2kSuper 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.⚡
- AnonymousNot 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?
- parry2kSuper User
Anonymous unfortunately not, not I'm aware and can think of.
✨ 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.⚡
- PaulDBrownCommunity Champion
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?
- AnonymousNot applicable
The moment I add FY to the axis, the Forecast functionality gets disabled.