Cumulative run rate calculation

[Cmoore]

Hi,

I'm just in the process of trying to calculate forward looking forecasting using run rates. As it stands I have 6 months of actuals. I want to add the average monthly run rate on to the future months to the end of the financial year. I currently have the dataset below;

	Month Year	Input Value TY	TY Actual Cumulative	Avg. Monthly Run Rate	Run Rate Cumulative
	May-22	£191,070,479	£191,070,479	£184,264,615	£191,070,479
	Jun-22	£185,143,532	£376,214,011	£184,264,615	£376,214,011
	Jul-22	£181,002,465	£557,216,476	£184,264,615	£557,216,476
	Aug-22	£172,448,922	£729,665,398	£184,264,615	£729,665,398
	Sep-22	£192,501,057	£922,166,455	£184,264,615	£922,166,455
	Oct-22	£183,421,235	£1,105,587,690	£184,264,615	£1,105,587,690
	Nov-22			£184,264,615	£1,289,852,305
	Dec-22			£184,264,615	£1,474,116,920
	Jan-23			£184,264,615	£1,658,381,535
	Feb-23			£184,264,615	£1,842,646,150
	Mar-23			£184,264,615	£2,026,910,766
	Apr-23			£184,264,615	£2,211,175,381

The numbers in green are the ones I'm trying to populate in the Run Rate cumulative column. Would you happen to know how I can create this measure?

Many thanks

Chris

[v-jingzhang · Accepted solution]

Hi @Cmoore 

You can create a new column with the following DAX instead of using Power Query. Ensure that Month Year column is of Date data type. Demo pbix has been attached at bottom. 

Run Rate Cumulative = 
VAR lastActualMonth =
    MAXX (
        FILTER ( 'Table', 'Table'[TY Actual Cumulative] <> BLANK () ),
        'Table'[Month Year]
    )
RETURN
    SUMX (
        FILTER ( 'Table', 'Table'[Month Year] <= EARLIER ( 'Table'[Month Year] ) ),
        'Table'[Input Value TY]
    )
        + IF (
            ISBLANK ( 'Table'[Input Value TY] ),
            SUMX (
                FILTER (
                    'Table',
                    'Table'[Month Year] > lastActualMonth
                        && 'Table'[Month Year] <= EARLIER ( 'Table'[Month Year] )
                ),
                'Table'[Avg. Monthly Run Rate]
            )
        )

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

[Cmoore]

Thank you for your excellent advice. Worked really well. Many thanks