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Mus123's avatar
Mus123
Frequent Visitor
3 years ago

DAX: Loop

Hi all, I am trying to create a DAX loop that will help me solve the following:

 

Background:

 

  1. I have a column for actuals
  2. column for YearMonth (e.g 20209, 202010,202011,...............202209) 25 months
  3. column for PaymentMonth
  4. PaymentMonth has numbers 1 to 25 for each month
  5. Each YearMonth has PaymentMonth #1 to 25

Pain point:

  • Dax loop that will perform the following,
  • The 20209 period -sum all actuals if the PaymentMonth <=25, 202010 period-sum all actuals if the PaymentMonth <=24,

 202011 period-sum all actuals if the PaymentMonth <=23...............................................20229 period-sum all actuals if the       PaymentMonth <=1,

Need Help

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi  Mus123 ,

    I created some data:

     

    Here are the steps you can follow：

    1. Create calculated column.

    Flag =
var _dis=DISTINCTCOUNT('Table'[YearMonth])
return
_dis - [PaymentMonth] +1
    Loop =
var _1=SELECTCOLUMNS(FILTER(ALL('Table'),[YearMonth]=EARLIER('Table'[YearMonth])),"1",[PaymentMonth])
return
SUMX(FILTER(ALL('Table'),
'Table'[Flag] in _1 ),[Value])

    2. Result:

     

    Best Regards,

    Liu Yang

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

    • Mus123's avatar
      Mus123
      Frequent Visitor
      3 years ago

      Anonymous  my data looks like this:

      Each year_month has payment_month that runs from 1 to 25.

       

      Thank you.

       

      P/S once the condition is met, I want to sum the actuals. e.g 20209 -sum all actuals if the payment month is <=25,

      202010 -sum all actuals  if the payment month is <=24 ......etc