cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

Rolling 3 Months Sales Forecast Snapshots

Hi All,

 

I have monthly snapshot of my CRM that captures all opportunities and key information:

  

Snapshot DateAccountForecast DateAmount
2018-11-1ABC2019-1-221000
2018-11-1XYZ2018-12-222000
2018-12-1ABC2019-5-221500
2018-12-1XYZ2019-1-152000

 

I'm trying to create a measure from this table that sums the amount for any opportunity scheduled to close 3 months from the snapshot date. I've tried the following, 

 

Rolling = CALCULATE(SUM('OppHistory'[Amount]),FILTER('OppHistory','OppHistory'[Forecast Date]>='OppHistory'[Snapshot Date]),FILTER('OppHistory','OppHistory'[Forecast Date]<=DATEADD('OppHistory'[Snapshot Date],3,MONTH)))

 

but for some reason, when I put this into a chart where the axis is "snapshot date" it cuts off the last two months. Can anyone help me with this measure?

1 REPLY 1
Highlighted
Super User
Super User

Re: Rolling 3 Months Sales Forecast Snapshots

Hi,

 

The answer should be 5000.  This measure works

 

=SUMX(FILTER(SUMMARIZE(Data,[Snapshot Date],[Account],"ABCD",EDATE(MIN([Snapshot Date]),3),"EFGH",MIN([Forecast Date]),"IJKL",SUM(Data[Amount])),[EFGH]<=[ABCD]),[IJKL])

 

Hope this helps.

Helpful resources

Announcements
Community Highlights

Community Highlights

Find out what's new in the Power BI Community!

Summit North America

Power Platform Summit North America

Register by September 5 to save $200

Virtual Launch Event

Microsoft Business Applications Virtual Launch Event

Watch the event on demand for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

MBAS Gallery

Watch Sessions On Demand!

Continue your learning in our online communities.

Users Online
Currently online: 286 members 3,334 guests
Please welcome our newest community members: