Scenario Selection

[Anonymous]

Hello,

I am relatively new to Power BI and looking for a little coaching/help on setting up my data file and PowerBI workbook to execute what I am trying to accomplish.

I am looking to build a model to support our volume forecasting.  We develop a volume forecast each quarter, and what I will need to be able to show changes vs. the previous forecast as well as forecast tracking vs. YAGO metrics.  I would like to build in a drop down filter (maybe a parameter, slicer, filter, etc), for 'Current Forecast' and 'Previous Forecast' that would allow me the option to select which forecast I would like to compare against.  This would allow me a lot of flexibility and I could create my measures based on the result of the drop down selection, rather than each of the multiple forecasts we build a year.  

Below is an illustration of what I am talking about.  Does anyone have any thoughts on how I can accomplish this??

[v-yingjl]

Hi @Anonymous ,

Seems your sample not very clear. For example, how to define current forecast and prior forecast by quarter? If you want to compare these two values by quarter and both of them are columns in the table, you can just create a quarter slicer and use stacked column chart to compare with them.

Maybe you can share more details or some sample data about it for further discussion.

Best Regards,
Yingjie Li

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

[amitchandak]

@Anonymous , Not the best example but Check how two sets of dates have been used for comparison. You can use Qtr in place of the date.

https://community.powerbi.com/t5/Community-Blog/Comparing-Data-Across-Date-Ranges/ba-p/823601

[Anonymous]

Hi @amitchandak ,

Thanks for your reply.  You are definitely on the correct track with addressing my question.  Very creative solution.

The only difference for me is that I would want the slicer filters to reference the Forecast scenario that I wish to reference, rather than the dates in the slicer in the example that you provided.

How would I modify the formula to filter for my forecast scenario rather than the dates?  Here is the formula that I am referencing:

Current Sales = (
VAR _Cuur_start = Min(‘Date’[Date Filer])
VAR _Curr_END = Max(‘Date’[Date Filer])
return
calculate(sum(Sales[Sales Amount]),Sales[Sales Date] >= _Cuur_start && Sales[Sales Date] <= _Curr_END ))

I would imagine that mine would be something like the following.  I cannot get it to work however:

Var_Current Scenario = Table, Filter

return

calculate(sum(Sales[Sales Amount], Sales[Scenario] = Var_Current_Scenario

Thanks for your help.  Attaching my workbook for your reference.