Roll Forward Latest Value to Future Months

weldonator6789 · ‎12-04-2021

Hey Everyone,

I have a headcount table that shows current headcount and planned headcount for the next 12 months. The structure of it looks like this and it's named 'CombinedHC':

The Fiscal Period column has a relationship to a Month table named dim_Month.

We're two months into our fiscal year, so right now there's no values in the Current HC column for periods 202203 through 202212.

What I am looking to do is write a measure to carry the latest Current HC value forward to all future months. So in the above example, carry the value of 26 from period 202202 forward to the months of 202203 through 202212. Any help is appreciated!

parry2k · ‎12-04-2021

@weldonator6789 see attached, I just created a sample pbix file to give you an idea on how you can calculate it. Tweak the measure as you see fit.

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weldonator6789 · ‎12-04-2021

@parry2k Thank you for your help! I realized I left out a few columns in my screenshot above that I believe are impacting the results of the measure.

Each month can have multiple different LOB, Roles, and a Service/Install column. The Carryforward measure is calculating 9 for everything in 202203 and beyond into future months. I believe the issue may be stemming from the TOPN piece of the measure, but I tried tweaking that and couldn't get it to work...