Forum Discussion

lpd82's avatar
lpd82
Helper I
5 years ago
Solved

Comparing multiple columns as rows

Howdy PBI GURUS! I'm having a hard time creating a comparison with multiple columns subtotal as rows. From the sample data below, I want to compare sales, cos and gp for two user selected period. Sales, cos, and gp are columns in the data set, I want to flip it and subtotal it as rows.


TIA!

Data:

Region Sales  COS  GP Month
West $  678.00 $  542.40 $  135.60May
East $  631.00 $  504.80 $  126.20May
North $  812.00 $  649.60 $  162.40May
South $  960.00 $  768.00 $  192.00May
West $  651.00 $  520.80 $  130.20June
East $  611.00 $  488.80 $  122.20June
North $  904.00 $  723.20 $  180.80June
South $  956.00 $  764.80 $  191.20June
West $  729.00 $  583.20 $  145.80July
East $  872.00 $  697.60 $  174.40July
North $  643.00 $  514.40 $  128.60July
South $  893.00 $  714.40 $  178.60July

 

Results:  User selected June from one slicer and July from another slicer

ValuesMayJulyVar
Sum of Sales34803176-304
Sum of COS27842540.8-243.2
Sum of GP696635.2-60.8
  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi lpd82 ,

     

    Based on my test, 

    1. Create a new table with summarized data

    Table = 
    VAR _T =
        CROSSJOIN (
            { "Sum of Sales", "Sum of COS", "Sum of GP" },
            VALUES ( Data[Month] )
        )
    RETURN
        ADDCOLUMNS (
            _T,
            "Sum",
                VAR _m = [Month]
                RETURN
                    SWITCH (
                        [Value],
                        "Sum of Sales", CALCULATE ( SUM ( Data[Sales] ), FILTER ( 'Data', 'Data'[Month] = _m ) ),
                        "Sum of COS", CALCULATE ( SUM ( Data[COS] ), FILTER ( 'Data', 'Data'[Month] = _m ) ),
                        "Sum of GP", CALCULATE ( SUM ( Data[GP] ), FILTER ( 'Data', 'Data'[Month] = _m ) )
                    )
        )

     

    2. As you mentioned, you have two slicers to select months and you want to dynamically change the column/measure names.

    To be more effective, I'd suggest you use only one slicer for multiple selections:

    Var = 
    VAR _min =
        MIN ( 'Table'[Month] )
    VAR _max =
        MAX ( 'Table'[Month] )
    RETURN
        IF (
            HASONEVALUE ( 'Table'[Month] ),
            MAX ( 'Table'[Sum] ),
            CALCULATE ( MAX ( 'Table'[Sum] ), FILTER ( 'Table', 'Table'[Month] = _max ) )
                - CALCULATE ( MAX ( 'Table'[Sum] ), FILTER ( 'Table', 'Table'[Month] = _min ) )
        )

    Here is the final output :

     

    Best Regards,
    Eyelyn Qin
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi lpd82 ,

     

    Based on my test, 

    1. Create a new table with summarized data

    Table = 
    VAR _T =
        CROSSJOIN (
            { "Sum of Sales", "Sum of COS", "Sum of GP" },
            VALUES ( Data[Month] )
        )
    RETURN
        ADDCOLUMNS (
            _T,
            "Sum",
                VAR _m = [Month]
                RETURN
                    SWITCH (
                        [Value],
                        "Sum of Sales", CALCULATE ( SUM ( Data[Sales] ), FILTER ( 'Data', 'Data'[Month] = _m ) ),
                        "Sum of COS", CALCULATE ( SUM ( Data[COS] ), FILTER ( 'Data', 'Data'[Month] = _m ) ),
                        "Sum of GP", CALCULATE ( SUM ( Data[GP] ), FILTER ( 'Data', 'Data'[Month] = _m ) )
                    )
        )

     

    2. As you mentioned, you have two slicers to select months and you want to dynamically change the column/measure names.

    To be more effective, I'd suggest you use only one slicer for multiple selections:

    Var = 
    VAR _min =
        MIN ( 'Table'[Month] )
    VAR _max =
        MAX ( 'Table'[Month] )
    RETURN
        IF (
            HASONEVALUE ( 'Table'[Month] ),
            MAX ( 'Table'[Sum] ),
            CALCULATE ( MAX ( 'Table'[Sum] ), FILTER ( 'Table', 'Table'[Month] = _max ) )
                - CALCULATE ( MAX ( 'Table'[Sum] ), FILTER ( 'Table', 'Table'[Month] = _min ) )
        )

    Here is the final output :

     

    Best Regards,
    Eyelyn Qin
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • lpd82's avatar
      lpd82
      Helper I

      Eyelyn - thank you for the great efforts.   I also need a variance column for the selected periods, any suggestions?

       

      Thanks again.

    • lpd82's avatar
      lpd82
      Helper I

      Greg,

       

      Thanks for the prompt reply.  "show meaure on row" will put the sumation on rows, but how do I configure the user select on the measure for the comparison?