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AldoMF's avatar
AldoMF
Frequent Visitor
3 years ago

Help with calculated column in PBI

I need to calculate actuals in Power BI (I TIPYCALLY USE EXCEL WITH PIVOTS), to calculate actuals this is the logic: Take the value in the intersection of Period 2023Q2, cycle 2023Q2 in source 1 Take the value in the intersection of Period 2023Q1, cycle 2023Q2 in source 2 Take the value in the intersection of Period 2022Q4, cycle 2023Q1 in source 2 Take the value in the intersection of Period 2022Q3, cycle 2022Q4 in source 2 Take the value in the intersection of Period 2022Q2, cycle 2022Q3 in source 2 Take the value in the intersection of Period 2022Q1, cycle 2022Q2 in source 2, etc

Source 2 has 14 cycles and 26 periods (14 for history and 12 for forecast)
Source 1 has only 1 cycle (current or latest) and 14 periods (all of them history)

The source data has also other 5 'sources' or models with information but to get data I need only those 2, so actuals for all 7 sources need to be the same as the logic explained above

I need this to be done in a dynamic way because every quarter I get new data so the cycles will update and the periods as well for all sources, however the structure won't. Source 1 will still have 1 cycle and 14 historical periods, all the other sources will have 14 cycles and 26 periods (14 history and 12 forecast)

any advice helps, I've tried chat GPT but I have gotten nowhere

4 Replies

  • AldoMF's avatar
    AldoMF
    Frequent Visitor

    This is a sample data with in a pivot table from excel:

    Sum of Units
    Period
                             
    Source
    Cycle
    2020Q1
    2020Q2
    2020Q3
    2020Q4
    2021Q1
    2021Q2
    2021Q3
    2021Q4
    2022Q1
    2022Q2
    2022Q3
    2022Q4
    2023Q1
    2023Q2
    2023Q3
    2023Q4
    2024Q1
    2024Q2
    2024Q3
    2024Q4
    2025Q1
    2025Q2
    2025Q3
    2025Q4
    2026Q1
    2026Q2
    Source 2
    2020Q1
    757
    772
    501
    791
    661
    538
    569
    784
    671
    551
    715
    517
    552
    714
    502
    798
    761
    536
    566
    650
    636
    790
    518
    573
      
    Source 2
    2020Q2
    674
    675
    627
    567
    693
    745
    685
    580
    730
    744
    665
    596
    753
    580
    742
    681
    682
    605
    535
    741
    734
    694
    779
    697
      
    Source 2
    2020Q3
    611
    554
    775
    506
    640
    560
    606
    583
    785
    526
    740
    747
    727
    777
    729
    737
    711
    715
    602
    591
    771
    529
    644
    647
      
    Source 2
    2020Q4
    561
    682
    727
    586
    767
    578
    673
    603
    731
    596
    723
    624
    682
    717
    528
    554
    752
    696
    570
    699
    512
    630
    581
    557
      
    Source 2
    2021Q1
    549
    609
    685
    696
    749
    730
    741
    800
    786
    789
    557
    579
    531
    579
    741
    501
    673
    784
    624
    715
    665
    593
    630
    755
    643
    534
    Source 2
    2021Q2
    650
    694
    612
    681
    766
    791
    653
    554
    732
    627
    698
    663
    769
    627
    618
    520
    551
    589
    769
    709
    732
    534
    761
    520
    640
    543
    Source 2
    2021Q3
    591
    738
    537
    761
    785
    714
    518
    700
    721
    746
    771
    653
    626
    697
    716
    602
    517
    521
    739
    674
    764
    727
    721
    728
    593
    644
    Source 2
    2021Q4
    529
    739
    510
    714
    737
    701
    680
    756
    664
    688
    612
    521
    740
    590
    657
    545
    667
    606
    634
    547
    647
    571
    789
    690
    646
    502
    Source 2
    2022Q1
    679
    762
    770
    565
    752
    791
    516
    506
    787
    526
    785
    715
    509
    516
    648
    637
    670
    752
    727
    653
    600
    623
    686
    782
    782
    638
    Source 2
    2022Q2
    504
    796
    578
    780
    684
    744
    754
    630
    763
    725
    644
    622
    659
    783
    695
    544
    622
    516
    522
    692
    596
    743
    520
    551
    651
    640
    Source 2
    2022Q3
    594
    654
    787
    794
    679
    577
    800
    538
    525
    709
    519
    769
    548
    515
    726
    782
    603
    571
    541
    572
    552
    566
    747
    615
    657
    599
    Source 2
    2022Q4
    691
    785
    699
    633
    556
    522
    699
    765
    794
    590
    729
    540
    580
    747
    585
    657
    507
    690
    589
    524
    583
    686
    610
    625
    571
    557
    Source 2
    2023Q1
    556
    752
    783
    526
    536
    558
    555
    748
    602
    541
    678
    518
    520
    542
    622
    799
    757
    756
    621
    684
    748
    666
    541
    568
    740
    543
    Source 2
    2023Q2
    776
    705
    712
    769
    675
    660
    776
    668
    706
    557
    744
    583
    733
    777
    519
    775
    552
    669
    614
    696
    509
    650
    501
    664
    531
    524
    Source 1
    2023Q2
    577
    528
    690
    642
    726
    681
    735
    659
    616
    536
    719
    707
    661
    748
                
     

    The desired outcome is this: (also marked in blue in the above table)

    Actuals 
    PeriodUnits
    2020Q1674
    2020Q2554
    2020Q3727
    2020Q4696
    2021Q1766
    2021Q2714
    2021Q3680
    2021Q4506
    2022Q1763
    2022Q2709
    2022Q3729
    2022Q4518
    2023Q1733
    2023Q2748




    • AldoMF's avatar
      AldoMF
      Frequent Visitor

      sorry for the confusion, it's correct now in the previous reply