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## How to calculate forecast closing balance

Help, please. It's now the fifth days now. I am still unable to solve the proble. Here is the scenario

Two columns

1. Movment contains actual and forecast movement.

2. Closing balance.

I need to figure how to calculate the forecast closing balance. In excel it is straight forward - previous period closing plus current period movement equal to current period closing balance.

I have tried

1.  Opening balance of current period = Calculate([closing balance], Previousmonth([Date])

2. Closing balance of current period = [Opening balance of current period]+ [Movement]

The above calculation only come up with one month. The calculation doesn't iterate and fill all the forecast period.

Thanks,

Jane

3 REPLIES 3
Frequent Visitor
Super User III

Hi,

What data do you actually have in your source data file?  Share that data (in a form that can be pasted in MS Excel)

Regards,
Ashish Mathur
http://www.ashishmathur.com
Resident Rockstar

Hi @JaneSOptus,

It seems that you want to calcualte the accumulate value.

You could try with the measure below.

`Measure = m =CALCULATE ( SUM ( 'table'[Movement] ), FILTER ( ALL ( 'table' ), 'table'[Period] <= MAX ( 'table'[Period] ) )) + 600`

If you still need help, please share your data sample as table and your desired output so that we could help further on it.

Best  Regards,

Cherry

Community Support Team _ Cherry Gao
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