Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Making a rolling forecast

Hi all, I'm trying to make a rolling forecast in which you select a month and it gives you an overview of the revenue until that month and the budget until the end of the year. Right now i got this:...
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amitchandak's avatar
amitchandak
Super User
4 years ago

Anonymous , with help from date table

 

till date

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

 

Complete year

This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))

or

This Year = CALCULATE(sum('Table'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Thanks for your response! These measures won't show month 7 till 12 in a matrix still though right? The slicer makes it that only month 1 to 6 are shown.

    • v-chenwuz-msft's avatar
      v-chenwuz-msft
      Community Support
      4 years ago

      Hi Anonymous ,

       

      To remove the slicer affecting you can use eidt interaction.

       

      Or you can use the some measures with REMOVEFILTERS() to return values without affecting by slicer.

       

      Best Regards

      Community Support Team _ chenwu zhu

       

      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.