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DM474
Regular Visitor

Sum for Projected Year total

I am sure this is really simple but for some reason I just cannot get this right. 

 

I have a table showing sum(x) for each month, sum(x) YTD, and sum(x) FYTD. Easy. 

 

I need to add the Total year sum(forecast_x) so that it will always show the full year total forecast, even if it is only halfway through the year. 

 

I need to do the same for FY Total.  I have tried the following which of course doesn't work and am simply stuck without a solution.

 

calculate(sum(forecast)x), filter(table, date=currentFY))

 

Any help is greatly appreciated. 

6 REPLIES 6
Ashish_Mathur
Super User
Super User

Hi,

Share some data and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

See below. The first column shows monthly budget, second is the cumulative budget over the fyear. The third column should always show the EOY budget, ie. 9,341,386.61

 

DM474_0-1689216839618.png

 

Share the download link of the PBI file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi Ashish

 

I just want help with the generic formula, I cannot share the file. 

 

It should be a simple formula to calculate the whole year. 

Try this

Measure = SUMX(ALL(Calendar[MontYear]),[Budget])

If this does not work, then i cannot hlp any further unless i see the file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi Ashish

 

That doesnt work. 

 

The table is above. If you assume that all I have is a table with Date and Sales Forecast, how do I calculate the Total Year out forecast?

 

Why would you need the Power BI file to help with this? The power BI file does NOT work so would be useless. 

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