Projected monthly total based on current progress in current month

NathanDorsch · 2023-09-13T12:59:10+00:00

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Is there a way to project the month-end value based on the current month's progress in a bar chart? So if there are 10 days of data totaling 1M widgets during September (9/1-10), it will project 3M widgets for the current month (1M will be solid and 2M will be striped to signify striped).

I see a whole bunch of options in the Last Value Projection tool… but none of them seem to provide a simple estimate. Below is an example, which is misleading…

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Accepted answers

GrantSmith

You can utilize a window function to calculate the estimated month depending on the number of days that have elapsed in the current month.

LAST_DAY returns the number of days in the month

Running Total:

CASE WHEN `Date` < CURRENT_DATE() THEN

SUM(SUM(`Sales`)) OVER (PARTITION BY LAST_DAY(`Date`) ORDER BY `Date`)

END

End of Month Estimate:

CASE WHEN `Date` < CURRENT_DATE() THEN

SUM(SUM(`Sales`)) OVER (PARTITION BY LAST_DAY(`Date`) ORDER BY `Date`)

/

DAYOFMONTH(`Date`)

*

DAYOFMONTH(LAST_DAY(`Date`))

END

MichelleH

@NathanDorsch You can have more control over projections by adding a second Beast Mode series to your bar chart instead of using the Last Value Projection in Analyzer. In your case, the formula should look something like this:

sum(case 
   when LAST_DAY(`Date`) = LAST_DAY(CURRENT_DATE()) 
     then `Value` * (DAY(LAST_DAY(CURRENT_DATE())) - DAY(CURRENT_DATE())) / DAY(LAST_DAY(CURRENT_DATE()))
   else 0
end)

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