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Hendrikkert
Regular Visitor

calculating yearly budget adjusted for inflation

Hi All,

 

I'm trying to calculate a yearly budget that is adjusted for yearly inflation.
The budget is based on a calculation (Sum("Budgetcolumn")) and the inflation percentages are based on a table :

indexYearpercentage
120180,045
220190,045
320200,045
420210,045
520220,045
620230,045
720240,045
820250,045

To make checking my calculations easier the current inflation percentages are al the same, in the definitive model the percentages will be changed to different numbers.

I would like to calculate what my budget needs to be in 2025 with the inflation adjustment, in Excel I would calculate that like this:
 

ABCD
1YearPercentageBudget
220174,50%€ 100.000,00
320184,50%€ 104.500,00
420194,50%€ 109.202,50
520204,50%€ 114.116,61
620214,50%€ 119.251,86
720224,50%€ 124.618,19
820234,50%€ 130.226,01
920244,50%€ 136.086,18
1020254,50%€ 142.210,06


For 2017 i'd just fill in the budget manualy as it is the starting budget. However for the following years the formula would be:
2018 = D2+D2*C3
2019 = D3+D3*C4
Etc.

This of course will not work in Dax and after a full day searching trough google i can't seem to find a working method.
This could be because English is not my first language and i'm just not using the correct search terms...

 

In any case i would greatly appreciate somebody help me out!

Best regards,


Hendrik

 

1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

You can use PRODUCTX() for that.

Calculated column:

Budget = 
var r = 'Table'[Row]
return 100000*COALESCE(PRODUCTX(filter('Table','Table'[Row]<r),1+'Table'[Percentage]/100),1)

See attached.

View solution in original post

2 REPLIES 2
lbendlin
Super User
Super User

You can use PRODUCTX() for that.

Calculated column:

Budget = 
var r = 'Table'[Row]
return 100000*COALESCE(PRODUCTX(filter('Table','Table'[Row]<r),1+'Table'[Percentage]/100),1)

See attached.

works perfectly, thank you so much!

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