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DianaZ's avatar
DianaZ
Regular Visitor
5 years ago
Solved

Phasing calculation or forecasting calculation with planned data

Hello,

I need some help and wondering if anyone could help. I have my sample data as follows and trying to achieve arranging the data and create measure to achieve the chart. Has tried this with a few ways but being unsuccessful. Something anyone could help and advice what would be the best way to approach?

Table 1

DateYTD ActualTarget
31-01-202113000 
28-02-202112800 
31-03-202112720 
31-12-2022 9000

 

Table 2

DatePlanned Reduction
30-04-21100
31-05-21200
30-06-21400
31-07-21100
31-08-21210
30-09-21100
31-10-21200
30-11-21260
31-12-21400
31-01-2250
28-02-2250
31-03-22100
30-04-22150
31-05-22150
30-06-22200
31-07-22 
31-08-22 
30-09-22150
31-10-22150
30-11-22200
31-12-2250

 

Desired Outcome

Quarter/YearActual (Current Quarter)Planned Reduction by QuarterCost PhasingForecast at 2022YE 2022
Q1 202112720 12720  
Q2 2021 70012020  
Q3 2021 41011610  
Q4 2021 86010750  
Q1 2022 20010550  
Q2 2022 50010050  
Q3 2022 1509900  
Q4 2022 45094509450 
Target    9000

 

Need Help

2 Replies

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Super User
    5 years ago

    Hi, DianaZ 

    I am not sure why Q4 2022 planned reduction is 450 (400 ???), but please check the below picture and the sample pbix file's link down below.

    All measures are in the sample pbix file, and all steps are numbered in front of each measure.

     

     

     

    https://www.dropbox.com/s/9u9tb7uml9jfavx/dianaz.pbix?dl=0 

     

     

    Hi, My name is Jihwan Kim.

     

    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

     

    Linkedin: https://www.linkedin.com/in/jihwankim1975/

  • DianaZ's avatar
    DianaZ
    Regular Visitor
    5 years ago

    Hi Jihwan_Kim ,

    Thank you so much for this and it has help tremendously! I have applied this into my actual work and it work like perfectly fine. Thank you again!

     

    Regards,

    Diana