Forum Discussion

anithaMallam's avatar
anithaMallam
Helper III
4 years ago

Need Help

Hi All,

             Could someone please help me on the  below.

i need to calculate the below measures as shown in screenshot.

i created the measures as below.

1.Actual YTD =
var val= TOTALYTD(SUMX('InfoMart CostOut_newtest','InfoMart CostOut_newtest'[Value]),'InfoMart CostOut_newtest'[DateKey])
RETURN
val

2.Target YTD=
var val= TOTALYTD(SUMX('InfoMart Costout_Target2021','InfoMart Costout_Target2021'[Target]),''InfoMart Costout_Target2021'[DateKey])
RETURN
val

3.FY target=
SUMX (
FILTER ( 'InfoMart Costout_Target2021', RELATED ( 'InfoMart Costout_Target2021'[DateKey] ) ),
'InfoMart Costout_Target2021'[Target]

could someone please let me know are these measures created are correct and if not could some one of you please correct them.

 

Regards

Anitham

 

4 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    anithaMallam Very hard to say given the information provided. Sorry, having trouble following, can you post sample data as text and expected output?
    Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

    Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

    The most important parts are:
    1. Sample data as text, use the table tool in the editing bar
    2. Expected output from sample data
    3. Explanation in words of how to get from 1. to 2.

     

    I can say that I am not exactly a fan of TI functions. You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

    Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

    https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008

    • anithaMallam's avatar
      anithaMallam
      Helper III

      Hi Greg,

                     sample data which looks as bleow

      PREVIEW
      these 2 tables which i have to use to create those calculations

      Actual Table data

      yearperiodmonthunitvalue1value2total
      2021jan1A02.182.18
      2021feb2B4.7111717.2418921.95306
      2021march3C0.900.9
      2021april4D000

       

      Target Data Table

      yearmonthunitctypevalue1value2
      20211APCSG&A00
      20211ENNSG&A00
      20211BCPSG&A00

       

      Regards

      Anitham

  • v-yalanwu-msft's avatar
    v-yalanwu-msft
    Community Support

    Hi, anithaMallam ;

    You could try it.

    Actual YTD =
    CALCULATE (
        SUM ( 'InfoMart CostOut_newtest'[Value] ),
        FILTER ( ALL ( 'InfoMart CostOut_newtest' ), [month] <= 6 )
    )
    
    Target YTD =
    VAR val =
        CALCULATE (
            SUM ( 'InfoMart Costout_Target2021'[Target] ),
            FILTER ( ALL ( 'InfoMart Costout_Target2021' ), [month] <= 6 )
        )
    RETURN
        val
    
    Target YTD =
    VAR val =
        CALCULATE (
            SUM ( 'InfoMart Costout_Target2021'[Target] ),
            ALL ( 'InfoMart Costout_Target2021' )
        )
    RETURN
        val
    

    Because it's not clear what your actual table data looks like? , so not sure if your formula is correct, and the [DateKey] in your expression?
    Or based on the simple sample data you provide, provide the result you want to output.

    Best Regards,
    Community Support Team_ Yalan Wu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • v-yalanwu-msft's avatar
    v-yalanwu-msft
    Community Support

    Hi, anithaMallam ;

    Is your problem solved?? If so, Would you mind accept the helpful replies as solutions? Then we are able to close the thread. More people who have the same requirement will find the solution quickly and benefit here. Thank you.

    Best Regards,
    Community Support Team_ Yalan Wu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.