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Anonymous
Not applicable

Forecast using 2 or more financial years

Hi Everyone, 

 

I have a forecast calculation which works, however it looks at and uses previous year data. There are some variables with sales gaps in the previous year, thus a more reliable forecast is one that uses 2 or more years. 

 

The formula I have used for the forecast is :

 

forecast = IF(ISBLANK([Sum Sales]), CALCULATE([Sum Sales],SAMEPERIODLASTYEAR('Calendar Table'[Date])),BLANK())

- however as mentioned above this is only looking at 1 previous year 

- I cannot use the built in time intelligence as I am using a custom financial year 445 calendar, financial year begins in April and end in May.

 

My question is, how am I able to format the formula above in order for my forecast to use at least 2 previous years as opposed to one, or if there is any other way of doing this.

 

Thank you in advance, 

 

Pangea

1 ACCEPTED SOLUTION
vazmor
Helper II
Helper II

i try

 

forecast =
IF (
    ISBLANK ( [Sum Sales] ),
    CALCULATE ( [Sum Sales], DATEADD('Calendar Table'[Date],-890,DAY ) ),
    BLANK ()
)

View solution in original post

2 REPLIES 2
vazmor
Helper II
Helper II

i try

 

forecast =
IF (
    ISBLANK ( [Sum Sales] ),
    CALCULATE ( [Sum Sales], DATEADD('Calendar Table'[Date],-890,DAY ) ),
    BLANK ()
)
Anonymous
Not applicable

Thank you that worked perfectly 🙂 

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