Calculating Forecast ( Actual YTD + Budget remaining months)

[Rui]

Hi community,

I have a question.

In the file that I upload in Power BI I have actuals and budget amounts (for example revenues).

Is there a way to calculate the Forecast by summing up the Revenue YTD actuals and Revenue Remaining months budget?

Thanks,

Rui

[v-yulgu-msft · Accepted solution]

Hi @Rui,

Based on my assumption, I created sample table like below.

To get the result of revenue YTD actuals and revenue remaining months budget, please try below measures:

Revenue YTD actuals = TOTALYTD(SUM(Revenue[Actual]),DimDate[Date])

Revenue YTD budgets = TOTALYTD(SUM(Revenue[Budget]),DimDate[Date],FILTER(DimDate,DimDate[Date]<=TODAY()))

Remaining budgets = CALCULATE(SUM(Revenue[Budget]),ALL(Revenue))-Revenue[Revenue YTD budgets]

Here, 'DimDate' is a calendar table with is related to 'Revenue' table based on [Date] column.

For more advice, please provide your sample data and illustrate your desired output with more description. If possible, post an image to show your requirement.

Regards,

Yuliana Gu

[Rui]

Thanks Yuliana, it worked!

Rgds,

Rui