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Tobz007's avatar
Tobz007
Frequent Visitor
1 year ago
Solved

How to create a Dynamic 15 Months Forecast

Hi, I'm trying to create a 15 months forecast with the sample data below for each client on a monthly basis, I'll also like to apply a reduction factor (percentage) to the forecast result 12 months i...
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  • Sahir_Maharaj's avatar
    Sahir_Maharaj
    1 year ago

    Hello Tobz007,

     

    Can you please try the following:

    Dynamic 15Month Forecast Revenue = 
VAR CurrentDate = MAX('DataTable'[Date])
VAR Last12MonthsAvgRevenue = 
    CALCULATE(
        AVERAGE('DataTable'[Revenue]),
        DATESINPERIOD('DataTable'[Date], CurrentDate, -12, MONTH)
    )
VAR ReductionFactor = SELECTEDVALUE('Factor Table'[Factor], 1)
VAR MonthDiff = DATEDIFF(CurrentDate, TODAY(), MONTH)
VAR BaseForecastRevenue = IF(
    ISBLANK('DataTable'[Revenue]),
    Last12MonthsAvgRevenue,
    'DataTable'[Revenue]
)
RETURN
    IF(
        ISBLANK('DataTable'[Revenue]),
        IF(
            MonthDiff > 12,
            BaseForecastRevenue * ReductionFactor,
            BaseForecastRevenue
        ),
        'DataTable'[Revenue]
    )

     

Anonymous's avatar
Anonymous
Not applicable
1 year ago

Hi, Tobz007 

May I ask if you have gotten this issue resolved? If it is solved, please share your solution and accept it as solution, it will be helpful for other members of the community who have similar problems as yours to solve it faster.


If it is not resolved, I hope you will provide the full .pbix file via OneDrive or SharePoint. Please be careful to remove all sensitive information and we will do our best to provide ideas for your issue.

 

 

 

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Fen Ling,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.