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DAX calculation with incremental value
Hello, I am trying to calculate the "Forecast Value" based on the "Color" below. What would be the DAX formula for this?
I doubt you can do the logic and cumulative sum in one dax. You can create a logic column then get the forecast value in a measure.
forecastlogic column=var logic = SWITCH([Color],"Red",1,"Green",2,"Blue",3)Return IF([Initial Value]=100,100,logic)Forcast value = CALCULATE(SUM('Table'[forecastlogic]),FILTER(ALL('Table'),[YearMonth]<=MAX([YearMonth])))Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly.
AlexisOlson
Super User
Super UserIf you have one color per month, then you can calculate the final forecasted value over a selected period like this:
Forcast =
VAR ColorScores =
ADDCOLUMNS (
SUMMARIZE ( Table1, Table1[Month], Table1[Color] ),
"@Incr", SWITCH ( Table1[Color], "Red", 1, "Blue", 2, "Green", 3 )
)
RETURN
[InitialValue] + SUMX ( ColorScores, [@Incr] )
I don't think the above code works...
Am I missing something?- AlexisOlson
The forecast total works as I intended. You have to do a bit more work to get the months to work like a cumulative total.
Something more like this:
Forcast = VAR MaxDate = MAX ( Table1[Date] ) VAR InitialValue = CALCULATE ( SUM ( Table1[InitialValue] ), Table1[Date] <= MaxDate ) VAR ColorScores = ADDCOLUMNS ( SUMMARIZE ( FILTER ( Table1, Table1[Date] <= MaxDate ), Table1[Month], Table1[Color] ), "@Incr", SWITCH ( Table1[Color], "Red", 1, "Blue", 2, "Green", 3 ) ) RETURN InitialValue + SUMX ( ColorScores, [@Incr] )I am getting the same result
