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kangx322's avatar
kangx322
Frequent Visitor
4 years ago
Solved

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?   
  • Anonymous's avatar
    Anonymous
    4 years ago

    kangx322 

     

    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's avatar
AlexisOlson
Icon for Super User rankSuper User
4 years ago

If 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] )

 

kangx322's avatar
kangx322
Frequent Visitor
4 years ago

I don't think the above code works... 
Am I missing something? 

 

  • AlexisOlson's avatar
    AlexisOlson
    Icon for Super User rankSuper User
    4 years ago

    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] )
    • kangx322's avatar
      kangx322
      Frequent Visitor
      4 years ago

      I am getting the same result

       

      • AlexisOlson's avatar
        AlexisOlson
        Icon for Super User rankSuper User
        4 years ago

        Probably because you have Year and Month context in your visual rather than just Date.

         

        You can wipe out all of the filter context with ALL.

        Forcast =
VAR MaxDate =  MAX ( Table1[Date] )
VAR InitialValue =
    CALCULATE (
        SUM ( Table1[InitialValue] ),
        FILTER ( ALL ( Table1 ), Table1[Date] <= MaxDate )
    )
VAR ColorScores =
    ADDCOLUMNS (
        SUMMARIZE (
            FILTER ( ALL ( Table1 ), Table1[Date] <= MaxDate ),
            Table1[Month],
            Table1[Color]
        ),
        "@Incr", SWITCH ( Table1[Color], "Red", 1, "Blue", 2, "Green", 3 )
    )
RETURN
    InitialValue + SUMX ( ColorScores, [@Incr] )