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AdamPBIDev
Regular Visitor

Dax Recursive Calculated Column

Looking for a bit of help with a recursive forecasting challenge. 

 

Effectively I'd like to create a calculated column which for the first index takes the Activity + ( Activity * Activity Change %), but for other rows takes the prior calculation and applies the current row activity change. This occurs on multiple cost centre levels (code).

 

Screenshot

Question 3.png

 

Data

 

Month Year

Code

Activity Change %

Activity

Index

Forecast

 

Formula

01/03/2022

100

2.0%

3048

0

3108

 

=D2+(D2*C2)

01/04/2022

100

-4.0%

 

1

2984

 

=F2+(F2*C3)

01/05/2022

100

5.0%

 

2

3134

 

 

01/06/2022

100

7.0%

 

3

3353

 

 

01/07/2022

100

-4.0%

 

4

3219

 

 

01/08/2022

100

8.0%

 

5

3476

 

 

01/09/2022

100

-3.0%

 

6

3371

 

 

01/10/2022

100

2.0%

 

7

3439

 

 

01/11/2022

100

4.0%

 

8

3576

 

 

01/12/2022

100

-6.0%

 

9

3363

 

 

01/03/2022

200

1.7%

3448

0

3506

 

=D12+(D12*C12)

01/04/2022

200

-3.4%

 

1

3387

 

=F12+(F12*C13)

01/05/2022

200

4.2%

 

2

3530

 

 

01/06/2022

200

5.9%

 

3

3739

 

 

01/07/2022

200

-3.4%

 

4

3611

 

 

01/08/2022

200

6.8%

 

5

3857

 

 

01/09/2022

200

-2.6%

 

6

3757

 

 

01/10/2022

200

1.7%

 

7

3822

 

 

01/11/2022

200

3.4%

 

8

3952

 

 

01/12/2022

200

-5.2%

 

9

3749

 

 

 

I did try Gerhard Brueckl's interesting approach for creating this entirely in DAX Link  but unfortunately I couldn't get this to work at Cost Centre Code level (works perfectly at an overall level) so have gone down the path of creating the above table instead

 

Thanks in advance

Adam

2 REPLIES 2
amitchandak
Super User
Super User

@AdamPBIDev , Try like

 

maxx(filter(Table, [Code] = earlier([Code])), [Activity]) * ProductX(filter(Table, [Code] = earlier([Code])), 1+[Activity Change %])

@amitchandak  Thanks for your suggestion!  

Interestingly it returns the correct closing position forecast number but repeats the value each month rather than recalculating for each position - Screenshot attached

 

 

Question 4.png

Any ideas?

 

Cheers

Adam

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