Forum Discussion

pg1980's avatar
pg1980
Icon for Helper II rankHelper II
3 years ago
Solved

Square Matrix

Hi everyone! I have to be able to make a analysis in a matrix visual. In this analysis I have to sum up the quantity values by “year-month New” and go substracting this number to the total quantity ...
  • tamerj1's avatar
    tamerj1
    3 years ago

    Hi pg1980 
    Please refer to attached sample file with the proposed solution

    Current Quantity = 
VAR MonthNew = SELECTEDVALUE ( 'Table'[year-month New] )
VAR MonthsShift = SELECTEDVALUE ( Months[Value] )
VAR MonthOut = EOMONTH ( MonthNew, MonthsShift - 2 ) + 1
VAR QtyNew = SUM ( 'Table'[Quantity] )
VAR QtyOut = 
    CALCULATE ( 
        SUM ( 'Table'[Quantity] ), 
        COALESCE ( 'Table'[year-month Out], DATE ( 2050, 1, 1 ) ) <= MonthOut
    )
RETURN
    QtyNew - QtyOut

    This is based on the assumption that year-month is date format (start of month). Also the expected results of July do not seem to be reasonable as the sample data data says 1 in in October and 1 out in October. However I have adjusted the sample data so that 1 in in July and 1 out in October.

tamerj1's avatar
tamerj1
Icon for Community Champion rankCommunity Champion
3 years ago

Hi pg1980 
Please refer to attached sample file with the proposed solution

Current Quantity = 
VAR MonthNew = SELECTEDVALUE ( 'Table'[year-month New] )
VAR MonthsShift = SELECTEDVALUE ( Months[Value] )
VAR MonthOut = EOMONTH ( MonthNew, MonthsShift - 2 ) + 1
VAR QtyNew = SUM ( 'Table'[Quantity] )
VAR QtyOut = 
    CALCULATE ( 
        SUM ( 'Table'[Quantity] ), 
        COALESCE ( 'Table'[year-month Out], DATE ( 2050, 1, 1 ) ) <= MonthOut
    )
RETURN
    QtyNew - QtyOut

This is based on the assumption that year-month is date format (start of month). Also the expected results of July do not seem to be reasonable as the sample data data says 1 in in October and 1 out in October. However I have adjusted the sample data so that 1 in in July and 1 out in October.