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Anonymous's avatar
Anonymous
Not applicable
5 years ago
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Rolling Forecasting Fiscal Year Measures

I am new to Power BI but have been converting a large reporting workbook to Power BI. I am trying to recreate some old reports that track 4casting progress within a defined Financial Year. The user input is a forward looking 12-month forecast for a each Reporting Month. I want to plot the reporting month on the x-axis with a stacked bar chart of cumulative production for the fiscal year (done - using DATESYTD) with the remaining forecast for the year reported in that month. I can't figure out a way to filter out the forecast going beyond the fiscal year. See portion of table, I was to sum by first column but filter out data rolling past June each year. 

 

 

 

 

3 Replies

  • Hi,

    Share data in a format that can be pasted in MS Excel and show the expected result very clearly.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Ashish, please see link for a snippet of the two tables I am working with. The third tab shows what I am trying to produce in PBI.

     

    Tables and Calcs in Excel