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Frequent Visitor
Posts: 5
Registered: ‎11-13-2016

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?

Super User
Posts: 3,542
Registered: ‎01-14-2017

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.