Forecast vlaues over period

[GRedhead]

Hi, I am trying to generate the following table and chart from the raw data circled, any assistance on how I can do this will be most appreciated.

The data in the raw table is basically opportunity values and we have a start date, I need to add up the total each month and then evenly split the month's value out over the following 12 months and produce the lower table and chart.

[GRedhead]

This did the trick @MFelix, I'm eternally great full

[MFelix · Accepted solution]

Hi @GRedhead ,

Isn't the dates incorrect? based on the values you present the values are all from February to February, I have made some changes to your data in order to get the result you need.

• Insert a column with month start
• Add a new column wiht the monthly value:

[Opportunity Value]/[Period Months]

• Add another column wiht a list from 0 to the period months:

{0..[Period Months]}

• Expand the Periods columns
• Add a customs column with the values of end date:

Date.AddMonths ([Start of Month], [Periods])

• Delete the columns you don't need.

If you need this to be a metric then this has to be done in a different way tell me if needed.