Salesforecast

[Oomsen]

Hello, i'm looking for a measure to forecast my sales. 

I would like to sum the actual sales by month until the current month.

For futher months i would like to have a average of the last 6 months. 

Example:

jan    feb     mrt   apr   may   jun   jul   aug

100     50       20   10      10    30   

july would be (100+50+20+10+20+30)/6 = 38

aug would be (50+20+10+20+30+38)/6 = 28

[amitchandak]

@Oomsen , use rolling 6 and divide by 6

example

Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-6,MONTH)) /6

or

Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-6,MONTH))/6  

 To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[Oomsen]

@amitchandak , thanks for your respons.

My current measure is 

fomzet = IF(MONTH(MIN(Dimdate[MaandVanJaar]))<=MONTH(TODAY()),

CALCULATE(SUM(Transacties[amountdc])*-1,'Grootboekclassificaties'[parent_description]IN{"Opbrengsten"},ALL('Grootboekclassificaties'[parent_code_attr])),

CALCULATE(SUM(Transacties[amountdc])*-1,'Grootboekclassificaties'[parent_description]IN{"Opbrengsten"},ALL('Grootboekclassificaties'[parent_code_attr]),DATESINPERIOD(Dimdate[Datum],MAX(Dimdate[Datum]),-6,MONTH))/6)

some parts are in dutch, sorry for that.

the current result is that the past and current month give the correct value but the future months are blank.

[v-lili6-msft]

hi  @Oomsen 

Please make sure use Date field from Dimdate in the visual.

If you still have the problem, please share your sample pbix file for us have a test

Regards,

Lin

[Oomsen]

@v-lili6-msft @amitchandak  it works. 

For future months it is using 0 for calculating the average instead of the amount in the measure.

Example:

jan feb mrt apr may  jun  jul  aug  sep  oct  nov  dec

10  10  20   30   40    50   27  25    23

Expected:

jan feb mrt apr may  jun  jul  aug  sep  oct  nov  dec

10  10  20   30   40    50   27  31    33    

[v-lili6-msft · Accepted solution]

hi  @Oomsen 

I think it could not achieve in dax in power bi, this since it will calculate by its own value, it is very difficult to achieve.

Regards,

Lin