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AdamPBIDev
Regular Visitor

Recursive Dax Calculation

Dear Dax Gurus,

 

Would appreciate some help - I'm looking to create a calculated column forecast which at index 0 simply takes the (Activity + (Activity * Activity Change %)), but for all other indexes takes the previous row calculated forecast and applies the current row activity change %. 

Note the index resets at each change in (Cost Centre)"Code".

 

Screenshot 1

Question 3.png

 

Sample 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

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@AdamPBIDev 

Try a new column,

 

 

Value = MAXX(filter(Data, [Index] =0 && [Code] =EARLIER(Data[Code])),[Activity])* PRODUCTX(Filter(DATA, [Code] =EARLIER(Data[Code]) && [Index]  <=EARLIER(Data[Index])), 1+[Activity Change %])

 

 

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1 REPLY 1
amitchandak
Super User
Super User

@AdamPBIDev 

Try a new column,

 

 

Value = MAXX(filter(Data, [Index] =0 && [Code] =EARLIER(Data[Code])),[Activity])* PRODUCTX(Filter(DATA, [Code] =EARLIER(Data[Code]) && [Index]  <=EARLIER(Data[Index])), 1+[Activity Change %])

 

 

File attached after signature

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