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ashleylarsen
Frequent Visitor

Use the most recent available value in forecasting formula with future dates

Hello,

 

I am trying to use the most recent value (date is 2017) in a formula to obtain a forecast for 2018, 2019 and 2020.

Right now, the only way I am able to get the forecast to work is to create a variable for each year of my forecast. That is to say that, in order to get the most recent value to push on into dates in the future I use:

 

2018 N R Forecast = 
IF( ISBLANK( [Total New R]),
CALCULATE( [Total New R], SAMEPERIODLASTYEAR('Fiscal Year'[Dates])),
BLANK())


Then, I end up with multiple variables: 2018 N R Forecast, 2019 N R Forecast, and 2020 N R Forecast.

Since I want to use the same value repeatedly for future dates, isn't there another way other than the SAMEPERIODLASTYEAR? I have tried creating a calculated column using MAX, but that did not work in the forumla.

 

Thanks,

Ashley

1 ACCEPTED SOLUTION

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Community Support
Community Support

Re: Use the most recent available value in forecasting formula with future dates

@ashleylarsen ,

 

You may try using TOPN.

https://community.powerbi.com/t5/Desktop/Dax-Measure-Fill-Down-Value/m-p/594415#M282232

Community Support Team _ Sam Zha
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

2 REPLIES 2
Community Support
Community Support

Re: Use the most recent available value in forecasting formula with future dates

@ashleylarsen ,

 

You may try using TOPN.

https://community.powerbi.com/t5/Desktop/Dax-Measure-Fill-Down-Value/m-p/594415#M282232

Community Support Team _ Sam Zha
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

Highlighted
ashleylarsen
Frequent Visitor

Re: Use the most recent available value in forecasting formula with future dates

Thanks @v-chuncz-msft ,

 

This worked well with my measures. It took me a while to understand what's being done. It's that first line,
VAR y = SelectedValue(DATE)  combined into the Filter, FILTER(ALLSELECTED(DATES), DATES <= y), which means that the date changes dynamically.

 

Great help!

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