Rolling forecast combining actuals with forecast

[lekkerbek]

Hi everybody,

Hope somebody can help me with the following query:

I have transactions on a daily basis

I have a budget on a monthly level.

I would like to create a rolling forecast where I combine the actuals to a certain date and then use the budget for after that date.

Since I have a budget on a monthly level I would like to ignore the current month and use last month as a basis for the actuals and basically use the current month as the start month of the budget.

I then use a  measure where I sum the actuals and the remaining forecast which you can see in the screenshot attached.

The problem is that for the current month it shows both the actuals and the forecast. The last column shows € 1.495.532 in August where it should show € 885.400.

How can I change the measure that it shows € 0 for the current month?

[lekkerbek · Accepted solution]

The measure in the screenshot was the wrong one to show. Apologies. I needed to cut-off the actuals in a different measure with eomonth and that solved the issue. Thanks for your answer nonetheless.

[v-kkf-msft]

Hi @lekkerbek ,

I think you have a problem with the date range, please try changing the "-1" in the formula to "0" to see if it can return the correct result.

Best Regards,
Winniz