Forum Discussion
Using historical values to fill in future periods
Hi community,
I have the following requirements:
Use prior year values for same month in current year to estimate volume expected.
Example if I have 12 units in Novemner of 2022, I'd like to show the value (12) under November 2023 as PY
The data:
I have two years of data with monthly values.
I have multiple projects and need to show the above for each project and its cohort of items
My challenge is scaffolding the transactional data that ends (for now) at august. I need to add future months and then bring in th e values as mentioned above.
I hope this is clear, but please ask questions. Appreciate the help!
Hi AutumLeaf ，
Create a Date Table and connect your Date Table to your Fact table using the date field.
PY Value = CALCULATE( [Total value], SAMEPERIODLASTYEAR('Date'[Date]) )Forecast Value = IF( ISBLANK([Total value]), [PY Value], [Total value] )Output:
Best Regards,
Gao
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!How to get your questions answered quickly -- How to provide sample data in the Power BI Forum
2 Replies
- lbendlin
Super User
Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
If you are unsure how to do that please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216
Please show the expected outcome based on the sample data you provided.
If you want to get answers faster please refer to https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523 Hi AutumLeaf ，
Create a Date Table and connect your Date Table to your Fact table using the date field.
PY Value = CALCULATE( [Total value], SAMEPERIODLASTYEAR('Date'[Date]) )Forecast Value = IF( ISBLANK([Total value]), [PY Value], [Total value] )Output:
Best Regards,
Gao
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!How to get your questions answered quickly -- How to provide sample data in the Power BI Forum
