cursive calculation forecast

[SAM190370]

Hi,

Can I do something like this in dax or powerquery?

The formular should calculate the forecast using previous months sales and previous month forecast.  If no sales in previous month it should use forecast. I have tried to illustrate it below.

 

@ImkeF, I know you have done something very similar to this https://www.mrexcel.com/forum/power-bi/948513-conditional-recursive-calculation-%5bneed-help%5d.html so maybe you can see the light? I tried to use generate.list, but dit manage to go all the way.

Hope you can assist me.

[kaushikd]

Hi @SAM190370

This is possible in DAX, you just have to add a calculated column

Step 1. R.Click on the table and click New column

Step 2. In the Formula bar just add this Dax code---->Column 1 = IF('Sample'[Sales],'Sample'[Sales],'Sample'[Forecast])

You can also do other calculation if required.

if this is what you required then dont forget to like this post.

[SAM190370]

@kaushikdThanks for giving it a shot!

Not exactly what I am looking for, but I guess I haven't been clear enough when creating the post. The trick is that I want to create the calculation of column B using DAX. 

[ImkeF · Accepted solution]

This might work:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMjQwMFCK1QEyjGAMUyjDCCalgI2MBQA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Sales = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Sales", type number}}),
    AddIndex = Table.Buffer(Table.AddIndexColumn(#"Changed Type", "Row", 1, 1)),
    ListGenerate = List.Generate(()=> 
        [Counter=1, Forecast=AddIndex[Sales]{0}],
        each [Counter] <=Table.RowCount(AddIndex),
        each [Forecast = if AddIndex{[Row=Counter]}[Sales]<>null then [Forecast]*0.7+AddIndex{[Row=Counter-1]}[Sales]*0.3 else [Forecast],
        Counter = [Counter]+1
        ]
    ),
    Forecast = Table.FromRecords(ListGenerate),
    #"Merged Queries" = Table.NestedJoin(AddIndex,{"Row"},Forecast,{"Counter"},"Forecast.1",JoinKind.LeftOuter),
    #"Expanded Forecast.1" = Table.ExpandTableColumn(#"Merged Queries", "Forecast.1", {"Forecast"}, {"Forecast"})
in
    #"Expanded Forecast.1"

[Anonymous]

What if you have more than one type of sales? 

[ImkeF]

Hi @Anonymous ,

you'd have to turn the query into a function and apply it on the results of the table that is grouped by type of sales.

[SAM190370]

Hi @ImkeF

Thanks a lot.  This is indeed very close.  Just one thing.  In my example in row 6 we do not have the same result.  

Maybe you have an idea how to fix this?

/ Søren

[SAM190370]

Hi Imke,

I was able to made the change myself and have accepted your solution.  Thanks again.

/ Søren