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RGG's avatar
RGG
Frequent Visitor
7 years ago
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Monthly Revenue Forecast Between Two Dates

Hi!  I am trying to build a monthly revenue forecast where I have a list of opportunities, the expected monthly value of each opportunity, the expected start date of the project, and the expected end...
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  • v-frfei-msft's avatar
    v-frfei-msft
    7 years ago

    Hi RGG ,

     

    Measure 3 = IF(ISINSCOPE('Table'[OPPORTUNITY]),CALCULATE(SUMX('CALENDAR',[Measure])),SUMX(ALL('Table'[OPPORTUNITY]),CALCULATE(SUMX('CALENDAR',[Measure])))
)

     

v-frfei-msft's avatar
v-frfei-msft
Icon for Community Support rankCommunity Support
7 years ago

Hi RGG ,

 

To create another measure based on [measure].

Measure 2 = SUMX('CALENDAR',[Measure])

RGG's avatar
RGG
Frequent Visitor
7 years ago

Thank you for the update.  The solution works for each line, but the sum for each column is incorrect.  How do I get each column to also add up properly?

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    7 years ago

    Hi,

    I do not know whom you are replying to.  Have you tried my solution?

    • RGG's avatar
      RGG
      Frequent Visitor
      7 years ago

      Thanks Ashish_Mathur .  I was responding to v-frfei-msft's last update. 

       

      I appreciate your approach, but my data set is configured differently than how your solution attacked the problem.  Your dataset had each opportunity with multiple revenue lines, each with its own date.  My data set has each opportunity once, each with a start/end date, and a monthly revenue. I've got a 90% solution, and the last gap is that each column does not add properly.  I notice that v-frfei-msft's last update likewise had the issue where each column does not add correctly, and was looking to see if there was a setting/configuration that can correct this problem.