Unique Projection Calculation

[Anonymous]

Hello

I am trying to build a calculation that will project our expected enrollment based on our ROE metric.  My company deals with interntional student enrollments and we use a Rate of Enrollment (ROE) metric  (# of enrollments divided by # of applications for each country of origin).  Example, if we have 1 student enrolled from Bolivia but we had 2 applications, then the ROE for Bolivia is 50%.   Also, the ROE can change from one term to another but I have alwas found that using the ROE from the previous term keeps projections accurate.   

So, how can build a calculation/meaure that projections the expected number of enrollments for an upcoming term based on the ROE of each country (from the previous term) and the number of applications we have for the upcoming term (from that country)?  

Many thanks in advance for suggestions.  

[Anonymous]

Hello, thank you for responding.  Here is sample data file I am working with.  https://1drv.ms/u/s!Am5Kn6DgQya9hUog6Ctd4kv9KO8g 

Note: I want to use the ROE for each country in fall 2018 (since this was the last term) and apply the ROE percentages to the 2019 application#.   For example, China had a 31.7% ROE in fall 2018 (highlighted on file), how can I apply the 31.7%ROE to the 29 applications China has for spring 2019 (also highlighted)?

[Anonymous]

I am not sure why the link didn't work.  I data is in a CSV that I uploaded to One Drive.  https://1drv.ms/u/s!Am5Kn6DgQya9hUog6Ctd4kv9KO8g

[v-frfei-msft]

Hi @Anonymous,

To create a measure as below.

Measure = 
VAR roelast =
    CALCULATE (
        SUM ( 'Data for ROE Projections'[ROE] ),
        FILTER (
            ALL ( 'Data for ROE Projections' ),
            'Data for ROE Projections'[Year]
                = CALCULATE (
                    MAX ( 'Data for ROE Projections'[Year] ),
                    ALL ( 'Data for ROE Projections' )
                )
                    - 1
                && 'Data for ROE Projections'[Semester] = "Fall"
        ),
        VALUES ( 'Data for ROE Projections'[Country] )
    )
RETURN
    IF (
        SELECTEDVALUE ( 'Data for ROE Projections'[Year] )
            = CALCULATE (
                MAX ( 'Data for ROE Projections'[Year] ),
                ALL ( 'Data for ROE Projections' )
            )
            && SELECTEDVALUE ( 'Data for ROE Projections'[Semester] ) = "Spring",
        roelast,
        BLANK ()
    )

Also please find the pbix as attached.

Regards,

Frank

[Anonymous]

THANK YOU!!! Frank, this was super helpful. I was able to create an additional measure called Projected New which is correctly projecting the # of new student by country for the sprig 2019 term. However, the grand total (of the Projected New measure) is way off. Any ideas? Here is the revised document: https://1drv.ms/u/s!Am5Kn6DgQya9hUwN_a2o34SrNWm5 Again, many thanks for your help!!

[v-frfei-msft]

Hi @Anonymous,

To create another new measure.

Measure 2 = SUMX('Data for ROE Projections',[Projected New])

Regards,

Frank

[v-frfei-msft · Accepted solution]

Hi @Anonymous,

Does that make sense? If so, kindly mark my answer as the solution to close the case please. Thanks in advance.

Regards,
Frank

[v-frfei-msft]

Hi @Anonymous,

Could you please share your sample data and excepted result to me? You can upload your files to ondrive and share the link here.

Regards,

Frank