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Hi,
I am in need of some help/advice. I am wanting trying to phase a customer's forecast for the year by month based upon the monthly average of the previous 2 years worth of sales for that customer.
Basically, in my sales data I have a list of all transactions by date, product, customer and quantity for 2018 to 2019. In another table I have a forecast from the customer for 2020. What I would like to do is work out the average of sales for that customer per month from 2018-2019 by month as a percentage and apply that to the 2020 forecast to then phase the forecast out monthly.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
2018 | 10 | 20 | 20 | 30 | 40 | 30 | 10 | 0 | 10 | 20 | 10 | 0 | 200 |
2019 | 20 | 10 | 40 | 60 | 50 | 30 | 20 | 30 | 50 | 70 | 20 | 0 | 400 |
Avg. | 15 | 15 | 30 | 45 | 45 | 30 | 15 | 15 | 30 | 45 | 15 | 0 | 300 |
% of total | 5 | 5 | 10 | 15 | 15 | 10 | 5 | 5 | 10 | 15 | 5 | 0 |
|
2020 | 500 |
The above table is a simple example of what I have and what I need to work out.
Is this something that is possible?
Many thanks in advance for any help.
Cheers
Terry
Solved! Go to Solution.
I made a sample based on your table, the result can be something like this:
AVG by month = CALCULATE(AVERAGE('Table'[Value]), FILTER('Table',[Date].[Month]= EARLIER('Table'[Date].[Month])))
TotalAVG = SUM('Table'[AVG by month])/2
&AVG = 'Table'[AVG by month]/'Table'[totalAVG]
Pibx link:
Paul Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
I made a sample based on your table, the result can be something like this:
AVG by month = CALCULATE(AVERAGE('Table'[Value]), FILTER('Table',[Date].[Month]= EARLIER('Table'[Date].[Month])))
TotalAVG = SUM('Table'[AVG by month])/2
&AVG = 'Table'[AVG by month]/'Table'[totalAVG]
Pibx link:
Paul Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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