Forum Discussion

AldoJavier26's avatar
AldoJavier26
Frequent Visitor
4 years ago
Solved

Forecast help. Using remaining months from prior year for current full year forecast.

Forecast help. Using remaining months from prior year for current full year forecast. I am using prior year actuals as the forecasting portion for the remaining months to complete my current year ...
General Comment
Need Help
Show and Tell
  • PaulDBrown's avatar
    PaulDBrown
    4 years ago

    Sorry, I misunderstood the task. Try:

     

     

    Forecast =
    IF( MAX ( 'Date'[Fiscal Year] ) <= YEAR ( TODAY() ),
    [.Sum Revenue],
     SUMX (
        ADDCOLUMNS (
            SUMMARIZE ( 'Date', 'Date'[Fiscal Year], 'Date'[Month Name] ),
            "_forecast", [Revenue FC based on Month Today]
        ),
        [_forecast]
    )
)

     

     

     

PaulDBrown's avatar
PaulDBrown
Community Champion
4 years ago

Sorry, I misunderstood the task. Try:

 

 

Forecast =
    IF( MAX ( 'Date'[Fiscal Year] ) <= YEAR ( TODAY() ),
    [.Sum Revenue],
     SUMX (
        ADDCOLUMNS (
            SUMMARIZE ( 'Date', 'Date'[Fiscal Year], 'Date'[Month Name] ),
            "_forecast", [Revenue FC based on Month Today]
        ),
        [_forecast]
    )
)

 

 

 

AldoJavier26's avatar
AldoJavier26
Frequent Visitor
4 years ago

Thank you so much !