1 Reply Latest reply on Oct 19, 2016 2:48 AM by Sreekanth Kasaraneni

# Date Calculations - MoM, Budget Growth, and Forecast

Hi,

I currently have a list of actuals and budget by state and product. I would like to get the previous year month over month %, budget growth %, average %, and forecast next month's actuals based on the average %.

Previous Year MoM %: (current year month - previous year same month)/current year month

Budget Growth %: (Budget Month - previous budget month)/Budget Month

Average %:Average(Previous Year MoM % + Budget Growth %)

Next Month's Forecast: Actual Sales *(Average % + 1)

The detail sheet would look like the below.

 State Type Date Key Actual Sales Previous Year Month Previous Year MoM% Budget Budget Growth % Average % Next Month's Forecast Georgia Tables 20150831 244 Georgia Tables 20150930 245 Georgia Tables 20151031 246 Georgia Tables 20151130 248 Georgia Tables 20151231 242 Georgia Tables 20160131 243 Georgia Tables 20160831 239 244 -2% 240 Georgia Tables 20160930 239 245 -3% 247 2.83% 0.2% 239.3866397 Georgia Chairs 20150831 307 Georgia Chairs 20150930 308 Georgia Chairs 20151130 310 Georgia Chairs 20151231 303 Georgia Chairs 20160131 304 Georgia Chairs 20160831 299 307 -3% 3,907 Georgia Chairs 20160930 299 308 -3% 3,920 0.34% -1.3% 295.0032461 Florida Tables 20150831 856 Florida Tables 20151231 839 Florida Tables 20160131 847 Florida Tables 20160831 836 856 -2% 8,857 Florida Tables 20160930 816 845 -4% 8,860 0.04% -1.8% 801.6559402

This would be a summary sheet.

 State Type Current Month to date Forecast Perentage of Forecast Georgia Tables 182 239 76% Georgia Chairs 250 295 85% Florida Tables 200 801 25%

I have tried using table calculations but with no luck.

Thanks

• ###### 1. Re: Date Calculations - MoM, Budget Growth, and Forecast

Hi Quincy,