Forecasting Flat Revenue.

Question

Hello!I've task to calculate projects forecasting revenue. We have project amount and need to break down this amount over project period.Let's say project amount is 250k€ and project period is 24 months.Conditions are:If any revenue received in period, show revenue;If revenue not received but we have historical percentage on that period, then calculate Forecasting Revenue by Historical Data = Project Amount x PercentageIf we don't have historical percentage, then make flat calculation: FlatForecast = ForecastBalance/EmptyPeriods.Here ForecastBalance = ProjectAmount-ReceivedRevenue-RevenueForecastingByHistoricalData&nbsp;My try is in first picture.Second picture shows what results I get, but here is a problem that flat calculation is exceeding project duration limits, instead of stopping at period 24 it continues till max duration, which is for another project.What could be the problem? Any suggestions are would be very appreciated.&nbsp;&nbsp;

sturlaws · Answer

Hi&nbsp;samto22,&nbsp;instead of sharing screen shots of your dax code, could you post the actual code?&nbsp;Cheers,Sturla

v-eachen-msft · Answer

Hi&nbsp;samto22&nbsp;,
&nbsp;
Could you please share your sample data and excepted result to me if you don't have any confidential information. Please upload your files to OneDrive and share the link here.
&nbsp;

samto22 · Answer

Hi&nbsp;v-eachen-msft&nbsp;Here is a link to my sample file:&nbsp;Projects&nbsp;&nbsp;Seems I solved my above problem but now I'm facing another problem - how to link period(s) to Project YearMonth and show data in such manner:&nbsp;2020-01&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 492 €2020-02&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 25 343 €2020-03&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 5 791 €2020-04&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 13 093 €2020-05&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 19 523 €2020-06&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 8 084 €2020-07&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 25 594 €2020-08&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 15 571 €2020-09&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 7 030 €2020-10&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 31 079 €2020-11&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 22 937 €2020-12&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 12 784 €2021-01&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 6 961 €2021-02&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-03&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-04&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3 600 €2021-05&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-06&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-07&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-08&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-09&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-10&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-11&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €2021-12&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 4 812 €&nbsp;Any suggestions on solving this issue would be very appreciated.&nbsp;&nbsp;Thanks!

v-eachen-msft · Answer

Hi&nbsp;samto22&nbsp;,
&nbsp;
You could try this measure:
Measure =
FORMAT ( EDATE ( [mindate], SELECTEDVALUE ( Periods[Period] ) - 1 ), "yyyy-mm" )
&nbsp;

samto22 · Answer

Hi&nbsp;v-eachen-msft&nbsp;&nbsp;Thank you, but seems this measure does not work (as it returns nothing) or I do not understand it.&nbsp;Could you please explain a little bit more?&nbsp;&nbsp;

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Forecasting Flat Revenue.

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2020-01	4 492 €
2020-02	25 343 €
2020-03	5 791 €
2020-04	13 093 €
2020-05	19 523 €
2020-06	8 084 €
2020-07	25 594 €
2020-08	15 571 €
2020-09	7 030 €
2020-10	31 079 €
2020-11	22 937 €
2020-12	12 784 €
2021-01	6 961 €
2021-02	4 812 €
2021-03	4 812 €
2021-04	3 600 €
2021-05	4 812 €
2021-06	4 812 €
2021-07	4 812 €
2021-08	4 812 €
2021-09	4 812 €
2021-10	4 812 €
2021-11	4 812 €
2021-12	4 812 €