I would like to create a formula that determines a forecast based on another column called Actuals. The formula should works as follows if the Actual amount is not equal to 0 then copy the Actual into the Forecast. If the Actual is 0 then copy the most recent (previous) record from Actuals into the Forecast. In the example below the month is Sept so there are Actuals. For every future row in the table Oct -> Dec copy the last value of Actuals into the Forecast. The challenge is this must be done within the same product. Any help much appreciated.
Month | Product | Actuals | Forecast |
Jun | Product A | 9 | 9 |
Jul | Product A | 10 | 10 |
Aug | Product A | 11 | 11 |
Sep | Product A | 12 | 12 |
Oct | Product A | 0 | 12 |
Nov | Product A | 0 | 12 |
Dec | Product A | 0 | 12 |
Jun | Product B | 20 | 20 |
Jul | Product B | 21 | 21 |
Aug | Product B | 22 | 19 |
Sep | Product B | 19 | 19 |
Oct | Product B | 0 | 19 |
Nov | Product B | 0 | 19 |
Dec | Product B | 0 | 19 |
Solved! Go to Solution.
Hey @amevy,
You could configure a multirow Tool like this:
IF Actuals=0
THEN
IF [Row-1:Actuals]=0
THEN [Row-1:Forecast]
ELSE [Row-1:Actuals]
ENDIF
ELSE [Actuals]
ENDIF
Thanks for quick response testing now.
@FrederikE - Thanks worked great !...is there anything Alteryx cant do !😊