Need Help: Extrapolate the latest closed months numbers to remaining months of year in PBI

[Sanjay_GB]

Hi PBI Experts,

I am looking for your expert advise on extrapolating usage to remaining months of the year in PBI.

The requirement is to have February closed month's actual to remaining months. E.g. if February actual is $50, the same should reflect to each month (March to December) at product/line item level.

It would be grateful, if you could share your thoughts to fix this view. Thanks in advance! 

[v-tangjie-msft · Accepted solution]

Hi @Sanjay_GB ,

According to your description, here are my steps you can follow as a solution.

(1) This is my test data. 

(2) We can create a date table and a measure. 

DateTable = CALENDAR(DATE(2024,1,1),DATE(2024,12,31)) 

Measure 3 = 
var a=MAXX(FILTER(ALLSELECTED('Table'),[type] IN VALUES('Table'[type])),[Date])
var b=CALCULATE(SUM('Table'[actual]),EOMONTH('Table'[Date],0)=EOMONTH(a,0))
var c=CALCULATE(SUM('Table'[actual]),FILTER('Table',EOMONTH([Date],0)=EOMONTH(MAX(DateTable[Date]),0)))
RETURN IF(EOMONTH(MAX(DateTable[Date]),0)>=EOMONTH(a,0),b,c)

(3) Then the result is as follows.

Best Regards,

Neeko Tang

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

[Sanjay_GB]

Hi PBI Experts,

I have connected a folder where monthly actuals will be loaded by respective team and connected to the dashboard. Now the challenge is:

1) How can I bring months where I don't have actual but can show the latest closed month's actual

2) For example - January 2024 has 100 actuals February 2024 has 150 actuals. I need to replicate/bring 150 (of February closed) actuals to remaining months

Would it possible to help me out?

[Sanjay_GB]

Thank you so much @v-tangjie-msft !!! 🕺

[Fowmy]

@Sanjay_GB 

You also need to share some sample/dummy data that represent your actual scenario and the datamodel along the expected results. This way, we can suggest a solution that should work for you.

Can you share some sample data with the desired output to have a clear understanding of your question?
Mention whether you want a Power Query or DAX calculated column or measure.
You can either paste your data in the reply box or save it in OneDrive, Google Drive, or any other cloud-sharing platform and share the link here.
 

[Sanjay_GB]

Thanks @Fowmy for your reply. The data is huge but let me share an example. I would need to bring the closing month actuals to the remaining month. For Example: If I get 50 Actual Sale in Feb - I need to bring same 50 actual to remainig months.