Using historical values to fill in future periods

[AutumLeaf]

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!

[v-cgao-msft · Accepted solution]

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 Team

If 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!

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