Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get certified in Microsoft Fabric—for free! For a limited time, the Microsoft Fabric Community team will be offering free DP-600 exam vouchers. Prepare now

Reply
Anonymous
Not applicable

Future Forecast Update - Leaving Historical Forecast as previously set

On a weekly basis I update the forecast dates for several tasks for the week(s) ahead.  Any tasks that were not completed will be reforecast plus any new tasks to generate the coming week(s) forecast.  I have then created a second table in Excel where I COUNTIF the number of sites with a forecast date each day (excluding any site that has an actual already) and populate the number of forecast tasks each day.

 

In the Excel formula I check the reference date is today onwards and only update the count of target dates for those tasks not for any dates in the past , by doing this any previous forecast number is maintained in the table.  (Hopefully that makes sense!). Snips showing the Data export and the Targets table below:

 

NC_75_1-1595922458942.png

 

NC_75_0-1595922402068.png

I am currently then using the Targets Table in Power BI to visualise Daily and Cumulative Targets.

 

I want to generate the Targets Table so that when I export the updated forecast data once a week, the targets table automatically updates for future forecast count and the historical target data remains intact.

 

Sure that it is easy but as new to Power Query and Power BI, struggling to get my head around how to reference, filter and count from another table, (or maybe an even easier solution) so hoping someone can help?!?

1 REPLY 1
ImkeF
Super User
Super User

Hi @Anonymous ,

not sure I understand your request, but you might find some useful informtions in this article: https://www.thebiccountant.com/2016/02/09/how-to-create-a-load-history-or-load-log-in-power-query-or-power-bi/ 

 

Imke Feldmann (The BIccountant)

If you liked my solution, please give it a thumbs up. And if I did answer your question, please mark this post as a solution. Thanks!

How to integrate M-code into your solution -- How to get your questions answered quickly -- How to provide sample data -- Check out more PBI- learning resources here -- Performance Tipps for M-queries

Helpful resources

Announcements
OCT PBI Update Carousel

Power BI Monthly Update - October 2024

Check out the October 2024 Power BI update to learn about new features.

September Hackathon Carousel

Microsoft Fabric & AI Learning Hackathon

Learn from experts, get hands-on experience, and win awesome prizes.

October NL Carousel

Fabric Community Update - October 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors