Moving Target Sum

[Santisda]

Hi community. Im trying to replicate an excel calculation from a colleague. Basically he created this measure that aims to predict revenue stream for upcoming months. I do not agree with this method but my only task is replicating this in Bi. I will explain everything below as I feel it's easier shown than written.

Basically I have data in the way thats shown below:

TABLE A	A	B	C
1	Year	Month	Revenue
2	2021	1	100
3	2021	2	102
4	2021	3	101
5	2021	4	122
6	2021	5	100
7	2021	6	123
8	2021	7	100
9	2021	8	105
10	2021	9	130
11	2021	10	115
12	2021	11	115
13	2021	12	162
14	2021	1	123
15	2021	2	121
16	2021	3	100

I need to create a measure that calculates a new column, lets call it D, that will have information sort of like this:

TABLE A	A	B	C	D
1	Year	Month	Revenue	New Measure
2	2021	1	100	+SUM(C3:C14)
3	2021	2	102	+SUM(C4:C15)
4	2021	3	101	+SUM(C5:C16)
5	2021	4	122	...
6	2021	5	100
7	2021	6	123
8	2021	7	100
9	2021	8	105
10	2021	9	130
11	2021	10	115
12	2021	11	115
13	2021	12	162
14	2021	1	123
15	2021	2	121
16	2021	3	100

Any ideas on hwo to calculate this new measure in PBi?

Thanks!

[Anonymous · Accepted solution]

Hi, @Santisda 

May I ask if this is the expected output you are looking for? Based on your description, I have created a measure to achieve the effect you are looking for. Following picture shows the effect of the display.

Measures:

PredictedValue =

VAR _1 =

    SUM ( 'Table'[Index] ) + 1

VAR _2 =

    SUM ( 'Table'[Index] ) + 12

VAR _predictedValue =

    CALCULATE (

        SUM ( 'Table'[Revenue] ),

        FILTER ( ALL ( 'Table' ), 'Table'[Index] = _1 || 'Table'[Index] = _2 )

    )

RETURN

    _predictedValue

If this does not work, could you please share some sample data without sensitive information and expected output.
How to provide sample data in the Power BI Forum - Microsoft Fabric Community

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

[Santisda]

Hi!

tThanks for your reply. actually is not exactly what I need, but you just gave me the perfect idea of how I might solve it! So thanks a lot! Ill mark you up as solution anyways.