Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Forecast Recoveries

Hi Team, I need help forecasting recoveries in Power BI. So we have different systems in our organization. See example below: The screenshot above are the Cost of the systems. Below are the ...
  • v-easonf-msft's avatar
    5 years ago

    Hi, Anonymous 
    Try codes as below:
    1.Create a calendar table:
    Calculated table:

    Calendar = 
        ADDCOLUMNS(
            CALENDAR(DATE(2020,12,01),DATE(2021,1,31)),
            "YearMonthnumber", FORMAT ( [Date], "YYYY/MM" )
        )

    create a sort column for "YearMonthnumber":

    No.Month = RANKX('Calendar','Calendar'[YearMonthnumber],,ASC,Dense) 

    2. using lookupvalue  to  find the corresponding systems cost( calculated column)

    Recovey = LOOKUPVALUE(Systems[Cost],Systems[System],Cost[Systems])

    3.create measure to calculate next month recovery:

    Next month Recovey = 
    VAR _nextmonth =
        CALCULATE ( MAX ( 'Calendar'[No.Month] ), 'Calendar'[Date] = TODAY () ) + 1
    RETURN
        CALCULATE ( SUMX ( Cost, Cost[Recovey] ), 'Calendar'[No.Month] = _nextmonth )

    The result will show as below:

    Please check attached pbix file for more details.

     

    Best Regards,
    Community Support Team _ Eason
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.