Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
In a Power BI forecast report I would like to make a forecast based on data of previous years
These are my steps so far:
% Actual Same Period Year -1 = CALCULATE ( Transactions[Actual], DATEADD ( 'Calendar - Transactiondate'[Date], -1, YEAR ) ) / CALCULATE ( Transactions[Actual], PARALLELPERIOD ( 'Calendar - Transactiondate'[Date], -1, YEAR ) )
(for "% Actual Same Period Year -2" and "% Actual Same Period Year -3" I have similar calcualtions)
% AVG Actual Previous 3 Years = ( 'Transactions'[% Actual Same Period Year -1] + 'Transactions'[% Actual Same Period Year -2] + 'Transactions'[% Actual Same Period Year -3] ) / 3
Forecast € All Year = CALCULATE ( Transactions[Budget Amount], ALL ( Transactions[FutureBookingIndicator] ), ALL ( 'Calendar - Transactiondate'[MonthNr] ) ) * Transactions[% AVG Actual Previous 3 Years]
Forecast = IF ( [Actual €] = 0, [Forecast € All Year], [Actual €] )
So far everything works as expected, but…
The problem is that on total year (or on a visual where months are not displayed) I only see the actual amount, which is logical because Actual is not 0 on this level.
I tried to use the HASONEFILTER option to bypass this problem but I cannot figure out what the formule on the TRUE side must be:
Forecast = IF ( HASONEFILTER ( 'Calendar - Transactiondate'[MonthNr] ), IF ( [Actual €] = 0, [Forecast € All Year], [Actual €] ), <TRUE> )
Any suggestions? Or other possible solutions?
Solved! Go to Solution.
@Anonymous,
You may use a similar way as shown here.
@Anonymous,
You may use a similar way as shown here.
@v-chuncz-msft: Figured it out! Thank you.
It works with an extra measure on top of the Forecast measure
Aggregatable Forecast= SUMX ( SUMMARIZE ( Transactions, 'Calendar - Transactiondate'[MonthNr] ), [Forecast] )
@v-chuncz-msft, Thank you for your reply, I am having trouble to translate the suggested solution to my situation
Could you please give me another suggestion?
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
111 | |
96 | |
80 | |
68 | |
59 |
User | Count |
---|---|
150 | |
119 | |
104 | |
87 | |
67 |