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I have a rolling monthly forecast formula showing monthly totals, but it is summing all the month values together at the total level and I do not want that. I want it to show total sum of the current month. What do I have to do to modify the total level value?
Solved! Go to Solution.
@JaclynPugh2022 , Try a measure like example
Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-3,MONTH))
Hi @JaclynPugh2022 ,
Please try the measure.
Spend Forecast based on last 3 Mo =
CALCULATE (
[Received Spend],
DATESINPERIOD (
DimDate1[Date],
EOMONTH ( MAX ( 'Table'[Date] ), -1 ),
-3,
MONTH
)
) / 3
If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @JaclynPugh2022 ,
Please try the measure.
Spend Forecast based on last 3 Mo =
CALCULATE (
[Received Spend],
DATESINPERIOD (
DimDate1[Date],
EOMONTH ( MAX ( 'Table'[Date] ), -1 ),
-3,
MONTH
)
) / 3
If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thank you so much! That works like a charm!!
@JaclynPugh2022 , Try a measure like example
Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-3,MONTH))
Thank you for the suggestion. That does result in the current month total (at top of list below) to appear in the overall grand total field (at the bottom); however, I need it to roll forward 3 months as a forecast. Any suggestions? Thank you
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