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Cmoore's avatar
Cmoore
Frequent Visitor
3 years ago
Solved

Cumulative run rate calculation

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 YearInput Value TYTY Actual CumulativeAvg. Monthly Run RateRun 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

General Comment
Need Help
  • v-jingzhang's avatar
    v-jingzhang
    3 years ago

    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.

2 Replies

  • v-jingzhang's avatar
    v-jingzhang
    Community Support
    3 years ago

    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's avatar
      Cmoore
      Frequent Visitor
      3 years ago

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