Forecast next half-year sales

[StaceyLGriffeth]

Hello all you brilliant minds,

I have a table of opportunities, similar to the below:

Opportunity	Close Date	Amount
A	4/1/2023	100,000
B	5/1/2023	150,000
C	6/1/2023	75,000
D	7/1/2023	250,000
E	8/1/2023	400,000
F	9/1/2023	50,000
G	10/1/2023	300,000
H	11/1/2023	500,000
I	12/1/2023	250,000
J	1/1/2024	100,000
K	2/1/2024	550,000
L	3/1/2024	400,000
M	4/1/2024	75,000
N	5/1/2024	25,000
O	6/1/2024	600,000
P	7/1/2024	225,000
Q	8/1/2024	300,000
R	9/1/2024	250,000
S	10/1/2024	450,000
T	11/1/2024	100,000
U	12/1/2024	75,000
V	1/1/2025	325,000
W	2/1/2025	375,000
X	3/1/2025	225,000
Y	4/1/2025	400,000
Z	5/1/2025	550,000

I also have a date table.

I am trying to create a chart showing the next half-year's total opportunity amount (based on close date).  I'm struggling with how to make this dynamic so that when the current date moves from one half-year to the next, the calculated period moves correspondingly.

My last attempt looked like this:

NextH =

VAR CurYear = YEAR(TODAY())

VAR NextYr = CurYear+1

VAR CurMonth = MONTH(TODAY())

VAR Result = CALCULATE(SUM(Opportunity[Amount]))

RETURN

IF(CurMonth<=6, CALCULATE(Result, FILTER(Opportunity, Opportunity[CloseYear]=CurYear), FILTER(Opportunity, Opportunity[CloseMonth]>=7)), IF(CurMonth>=7, CALCULATE(Result, FILTER(Opportunity, Opportunity[CloseYear]=NextYr), FILTER(Opportunity, Opportunity[CloseMonth]<=6))))

I appreciate any suggestions you might have.

Thanks!

[amitchandak · Accepted solution]

@StaceyLGriffeth , refer if this can help

Half Year Time Intelligence, Half Year Till date: https://youtu.be/fkm3Xvjcpl0

[StaceyLGriffeth]

@amitchandak thank you!  I don't fully understand the DAX, but it solved my problem.  Thank you!