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T-Joyce
Frequent Visitor

Sales forecast phased by month based on average

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.

 

 JanFebMarAprMayJunJulAugSepOctNovDecTotal
20181020203040301001020100200
201920104060503020305070200400
Avg.15153045453015153045150

300

% of total551015151055101550

 

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

1 ACCEPTED SOLUTION
V-pazhen-msft
Community Support
Community Support

@T-Joyce 


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:

https://qiuyunus-my.sharepoint.com/:u:/g/personal/paul_qiuyunus_onmicrosoft_com/EWBEoFHfLNdKpHGYXqOt...

 

Paul Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
V-pazhen-msft
Community Support
Community Support

@T-Joyce 


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:

https://qiuyunus-my.sharepoint.com/:u:/g/personal/paul_qiuyunus_onmicrosoft_com/EWBEoFHfLNdKpHGYXqOt...

 

Paul Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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