Forum Discussion
Intersect formula to sum up values
Hi all,
I'm building a model that does account segmentation based on accounts historical sales performance. The account segmentation is a measure, it's called Account status and the results are "Gained", "Gaining", "Losing", "Lost", "Stable".
I've managed to set up a formula that counts number of accounts classified to each account status segment, but I'm not able to write a similar formula to sum up the sales amount from the customers of each account status. Does anyone know if INTERSECT formula can do that, meaning not only count number of matching results but also can sum up the value of the matching results?
Thank you in advance!
This seems much simpler than the switch.
Account status growth = VAR CurrStatus = SELECTEDVALUE ( 'Account status'[Account status] ) RETURN CALCULATE ( [Growth], FILTER ( 'Account_Status_Table_Segment', [Account status segment] = CurrStatus ) )Variables will help with these measures too.
Account status platform = VAR Threshold = SELECTEDVALUE ( 'Selection: account status threshold'[Threshold] ) VAR CurrPeriod = [Current Period] VAR PrevPeriod = [Previous Period] VAR GrowthPct = [Growth %] VAR CurrPeriodIsBlank = ( ISBLANK ( CurrPeriod ) || ROUND ( CurrPeriod, 0 ) = 0 ) VAR PrevPeriodIsBlank = ( ISBLANK ( PrevPeriod ) || ROUND ( PrevPeriod, 0 ) = 0 ) RETURN SWITCH ( TRUE (), CurrPeriodIsBlank && PrevPeriodIsBlank, "Inactive", CurrPeriodIsBlank && ROUND ( PrevPeriod, 0 ) > 0, "Lost", GrowthPct <= - Threshold, "Lost", PrevPeriodIsBlank && ROUND ( CurrPeriod, 0 ) > 0, "Gained", GrowthPct >= Threshold, "Gained", GrowthPct >= 0.05, "Gaining", PrevPeriod <> 0 && GrowthPct <= -0.05, "Losing", "Stable" )That should help some but what would really help is if you could keep this from computing for every single row of the table you're filtering, so the critical question is how is this measure related to the row context of 'Account_Status_Table_Platform'? Is there anything that changes from row to row that changes the output of this table? How are [Current Period] and [Previous Period] defined? Do these depend on 'Account_Status_Table_Platform' at all?
13 Replies
- Here is how I currently sum up the value of the matching results but the formula is very slow, intersect seems to be much faster.Account status growth = SWITCH (SELECTEDVALUE ( 'Account status'[Account status] ),"Gained",CALCULATE ([Growth],FILTER ('Account_Status_Table_Segment',[Account status segment] = "Gained")),"Gaining",CALCULATE ([Growth],FILTER ('Account_Status_Table_Platform',[Account status platform] = "Gaining")),"Stable",CALCULATE ([Growth],FILTER ('Account_Status_Table_Platform',[Account status platform] = "Stable")),"Losing",CALCULATE ([Growth],FILTER ('Account_Status_Table_Product',[Account status product] = "Losing")),"Lost",CALCULATE ([Growth],FILTER ('Account_Status_Table_Platform',[Account status platform] = "Lost")),"Inactive",CALCULATE ([Growth],FILTER ('Account_Status_Table_Platform',[Account status platform] = "Inactive")))
This seems much simpler than the switch.
Account status growth = VAR CurrStatus = SELECTEDVALUE ( 'Account status'[Account status] ) RETURN CALCULATE ( [Growth], FILTER ( 'Account_Status_Table_Segment', [Account status segment] = CurrStatus ) )
Thanks so much AlexisOlson!! I had no idea using variables could improve the performance so much (a visual that used to take 45 seconds to run now takes 8 seconds!). It solves my problem for sure!
One additional question if I may.. I would like to add two flexible dynamics in the formula (so that account status is based on what the user selects as Account level and Product level - ultimately different aggregation of accounts and group of products), do you see anything to optimaize more in the formula below? The fprmula performance with these two additional flexibilities is not bad, I just thought in case you have any ideas to improve it further 🙂
Thanks so much!!
Account status growth (with account and product lvl) =VAR CurrStatus =SELECTEDVALUE ( 'Account status'[Account status] )VAR CurrAccountlvl =SELECTEDVALUE ( 'Account level'[Account level] )VAR CurrProductlvl =SELECTEDVALUE ( 'Selection: product level'[Product level] )RETURNSWITCH(CurrProductlvl,"Platform",SWITCH(CurrAccountlvl,"CAC",CALCULATE ([Growth],FILTER ( 'Account_Status_Table_Platform', [Account status Platform] = CurrStatus )),"PAC",CALCULATE ([Growth],FILTER ( 'Paccount_Status_Table_Platform', [Parent Account status platform] = CurrStatus ))),"Product",SWITCH(CurrAccountlvl,"CAC",CALCULATE ([Growth],FILTER ( 'Account_Status_Table_Product', [Account status product] = CurrStatus )),"PAC",CALCULATE ([Growth],FILTER ( 'Paccount_Status_Table_Product', [Parent Account status product] = CurrStatus ))),"Segment",SWITCH(CurrAccountlvl,"CAC",CALCULATE ([Growth],FILTER ( 'Account_Status_Table_Segment', [Account status segment] = CurrStatus )),"PAC",CALCULATE ([Growth],FILTER ( 'Paccount_Status_Table_Segment', [Parent Account status segment] = CurrStatus ))))I can't think of something much better. You could move stuff around to make it look different but I don't see a way to avoid the general structure.
You'll likely get better performance filtering on single columns rather than entire tables though. See if this is any faster:
Account status growth (with account and product lvl) = VAR CurrStatus = SELECTEDVALUE ( 'Account status'[Account status] ) VAR CurrAccountlvl = SELECTEDVALUE ( 'Account level'[Account level] ) VAR CurrProductlvl = SELECTEDVALUE ( 'Selection: product level'[Product level] ) VAR PlatformCAC = TREATAS ( { CurrStatus }, 'Account_Status_Table_Platform'[Account status Platform] ) VAR PlatformPAC = TREATAS ( { CurrStatus }, 'Paccount_Status_Table_Platform'[Parent Account status platform] ) VAR ProductCAC = TREATAS ( { CurrStatus }, 'Account_Status_Table_Product'[Account status product] ) VAR ProductPAC = TREATAS ( { CurrStatus }, 'Paccount_Status_Table_Product'[Parent Account status product] ) VAR SegmentCAC = TREATAS ( { CurrStatus }, 'Account_Status_Table_Segment'[Account status segment] ) VAR SegmentPAC = TREATAS ( { CurrStatus }, 'Paccount_Status_Table_Segment'[Parent Account status segment] ) RETURN SWITCH ( CurrProductlvl, "Platform", SWITCH ( CurrAccountlvl, "CAC", CALCULATE ( [Growth], PlatformCAC ), "PAC", CALCULATE ( [Growth], PlatformPAC ) ), "Product", SWITCH ( CurrAccountlvl, "CAC", CALCULATE ( [Growth], ProductCAC ), "PAC", CALCULATE ( [Growth], ProductPAC ) ), "Segment", SWITCH ( CurrAccountlvl, "CAC", CALCULATE ( [Growth], SegmentCAC ), "PAC", CALCULATE ( [Growth], SegmentPAC ) ) )Thank you for the advice! Unfortunately the suggested formula doens't work because all account status forumlas such as "Account_Status_Table_Platform'[Account status Platform]" are measures. They are measures and not columns because they should change based on user selection of point in time and time comparison.
