Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Table to present forecasted data

Hello,

 

I am trying to create a table that will represent actuals and if there are no actuals, then represent my calculated forecasted amounts in a single tabular view in Power BI.  

 

How can I 'force' PBI to show future months that do not have actual values?  Once I get that I believe I can use an if(isblank( statement to call my manually calculated forecast balance if there are no actuals otherwise show actuals.

 

The future timeframe I need varies based on contract length.  Any suggestions on how to make the future months relative to the number of months remaining in the contract?  I.e. I have 2 contracts A & B.  Contract A expires in 2 months so I need to show October, 2019 & November 2019.  Contract B expires in 10 months so I need to show the forecasted value for the 10 subsequent months.

 

Thanks!

Need Help

2 Replies

  • kentyler's avatar
    kentyler
    Solution Sage
    6 years ago

    Are you using a calendar table. If you set the endpoint of your calendar table far enough in the future you can draw your list of months from it, regardless of whether or not they are in your other data. There are a lots of posts about the different ways to generate a calendar table.

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Thanks for your response.  I am not using a calendar table as I am trying to represent the data in a fiscal period model as opposed to calendar month model.  Do you know of any way to do this with a fiscal period (string) format as opposed to a date format?