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FormworkFan
Helper I
Helper I

Calculating a Forecast value

I have a Dim Table of Sorts for 2025 revenue goals. This table has 3 columns (Division, Sales Region & 2025 Goal).

 

I'm using this to compare my YTD Sales with Total Goals for 2025.  I would to now set a monthly or evenly daily Goal Target.

 

I have a 2nd Dim Table for that defines the perecentage of total goal I'm expected based on the current day of the year. ( 1 to 365).

 

Day 1 (Jan 1) expected percentage of goal is about 0.0%

Day 182 (Jun 30) expected perdentage of goal is about 50% 

Day 365 (31-Dec) is 100% of goal.

 

Please note this I'm accountly for some seasonality, so the increase each day is not the same.

 

I'm using my Total Sales to plot a colum chart to compare Montly Sales vs Monthly Sales from the Previous year.

 

I'd like to incorporate ethier a 3rd Bar for the expect Forecast number for each month or a line.  I kind of now I have to multiple by percentage figure by the Goal value, but I can't figure out the DAX to get this working.

 

Any comment or thougths would be helpful.

 

 

 

2 REPLIES 2
ryan_mayu
Super User
Super User

could you pls provide some sample data and expected output?





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Here are expamples of the two DIM tables I mentioned.  What I would like to do is have the expected Forecast amount for any day of the year and plot this against the YTD Sales. I'd also like to make sure the plot projects into the remaning of the year.

 

As an example,  for the month of June (end of month), the total goal that should be show would be: 

 

(0.49117*$3,300.00) = $1,620.86, but the amount that shoudl be shown for June only woudl be

 

(0.49117 - 0.3810)*$3,300 = $363.56

 

The Filters will need to work so, if I only selecte "Toys" in Canada and Mexico, this value would be

($100+$75) * (0.49117 - 0.3810) = $19.25 for the month of June

 

I hope this info is helpful

 

 

FormworkFan_1-1744806304372.png

 

FormworkFan_2-1744806330482.png

 

FormworkFan_3-1744806708260.png

 

 

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