Forum Discussion

Pk8524's avatar
Pk8524
Helper I
2 years ago

Need help with getting wrong data in the graph

I am creating a dax measure called: "New Customers Sales Cumulative" which creates on the go a table  CustomerOrdersFinal which looks like this: In the last line of code of this measure I re...
Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi Pk8524 ,

 

Power BI visuals automatically aggregate and display data based on the available context and dimensions used in the visual.

 

The EARLIER function is context-dependent and may not work as expected in the function.

 

An alternative available is to replace the fields in the chart with Year and Rolling from the New Customers Sales table.

 

The visual will look like this:

 

If you have any other questions please feel free to contact me.

 

The pbix file is attached.

 

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

Pk8524's avatar
Pk8524
Helper I
2 years ago

Hi!

The issue with your solution is that I need to make it dynamically (not static).

 

By changing the parametr, the graph should be updated. This is why the tables are created 'on the go' in the measure using dax. I have made the dax measure a little bit simplier and now it looks as follows:

New Customers Sales **bleep** = 
VAR CustomerOrders = 
    SUMMARIZE(
        Orders,
        Orders[Klient_Nazwa],
        Orders[Data Zamówienia],
        "Year", YEAR(Orders[Data Zamówienia]),
        "TotalSales", SUM(Orders[Sprzedaż]),
        "TotalOrdersByClient", CALCULATE(DISTINCTCOUNT(Orders[ ID Zamówienia]), ALLEXCEPT(Orders, Orders[Klient_Nazwa]))
    )
	

Var CustomerOrdersFiltered = 
    FILTER(
        CustomerOrders, [TotalOrdersByClient] <= 'Customer Segmentation 2'[Customer Segmentation 2 Value])

Var CustomerOrdersFilteredGrouped = 
    GROUPBY(
        CustomerOrdersFiltered, [Year], 
        "SalesbyYear", SUMX(CURRENTGROUP(), [TotalSales]))

Var CustomerOrdersFinal = 
    ADDCOLUMNS(
        CustomerOrdersFilteredGrouped,
        "Rolling", SUMX(
            FILTER(
                CustomerOrdersFilteredGrouped,
                [Year] <= EARLIER([Year])
            ),
            [SalesbyYear]
        )
    )

Return SUMX(CustomerOrdersFinal, [Rolling])

 
As the issue is with EARLIER function how I can replace it in this context in order to have Rolling sum for all previous years? 

 

Updated file: https://drive.google.com/file/d/1ohuvV1ty35QdRZ9be5yZBf4Zn9GYsM7i/view?usp=sharing