topic Re: How to filter within creation of new table in DAX Commands and Tips

How to filter within creation of new table

PawelTr — Fri, 24 Mar 2023 08:37:46 GMT

Dear PowerBI community,

First of all I would like to say hello, as it's my first post here. 😉

To my main table, I have attached query which extract sales data aggregated with product, end date of the month, country, section, AVG(price) of the sales, AVG(cost), SUM(quantity of sold articles) and a few another columns, which are not that important here.

I want to create a new table based on previous, but aggregated not on article level.

The code looks similarly to below,

Aggregated =

CALCULATETABLE(

SUMMARIZE(Fact_Table,

Fact_Table[INVOICE_MONTH_END],Fact_Table[COUNTRY],Fact_Table[SECTION],Fact_Table[Supplier_type],

"Sum_cost_price", SUM(Fact_Table[Quantity_sold])*SUM(Fact_Table[Cost_Price]),

"Sum_selling_price", SUM(Fact_Table[Quantity_sold])*SUM(Fact_Table[Selling_price]),

"Sum_quantity", SUM(Fact_Table[Quantity_sold]),

Fact_Table[INVOICE_MONTH_END] >= TODAY() - 365

)

As you may notice, I want to have the data only for last 365 days. The second filter I would apply is, take into consideration only articles, which were sold in such country, supplier_type, section within all last 12 months.

Maybe someone can help to achieve it?

Re: How to filter within creation of new table

tamerj1 — Fri, 24 Mar 2023 08:46:24 GMT

PawelTr
Please try

Aggregated = SUMMARIZE ( FILTER ( Fact_Table, Fact_Table[INVOICE_MONTH_END] >= TODAY () - 365 ), Fact_Table[INVOICE_MONTH_END], Fact_Table[COUNTRY], Fact_Table[SECTION], Fact_Table[Supplier_type], "Sum_cost_price", SUM ( Fact_Table[Quantity_sold] ) * SUM ( Fact_Table[Cost_Price] ), "Sum_selling_price", SUM ( Fact_Table[Quantity_sold] ) * SUM ( Fact_Table[Selling_price] ), "Sum_quantity", SUM ( Fact_Table[Quantity_sold] ) )

Re: How to filter within creation of new table

PawelTr — Fri, 24 Mar 2023 09:00:47 GMT

Thank you tamerj1 for reply!

Maybe I wasn't specific enough, but what I would like to add to the code is to take into consideration only articles, which were sold in such country, supplier_type, section within all last 12 months.
If no rows exist for article for specific country with e.g. April, it won't be included in the summarize aggregation.

Re: How to filter within creation of new table

tamerj1 — Fri, 24 Mar 2023 09:07:26 GMT

PawelTr
And what dose this code do?

Re: How to filter within creation of new table

PawelTr — Fri, 24 Mar 2023 09:15:22 GMT

As I understand it correctly, if sale of article doesn't exist in April, but does in May, quantity will be included in row of May.
What I'm trying to achieve is,
sales needs to exist within all last 12 months. If it did not existed during the one, or more of those months, it shouldn't be included in any.

Re: How to filter within creation of new table

tamerj1 — Fri, 24 Mar 2023 10:05:11 GMT

PawelTr
Please try

Aggregated = VAR T1 = FILTER ( Fact_Table, Fact_Table[INVOICE_MONTH_END] >= TODAY () - 365 ) VAR T2 = SUMMARIZE ( T1, Fact_Table[Article No.], "@CounMonths", COUNTROWS ( VALUES ( Fact_Table[INVOICE_MONTH_END] ) ) ) VAR T3 = FILTER ( T2, [@CounMonths] = 12 ) VAR T4 = FILTER ( T1, Fact_Table[Article No.] IN T3 ) VAR Result = SUMMARIZE ( T4, Fact_Table[INVOICE_MONTH_END], Fact_Table[COUNTRY], Fact_Table[SECTION], Fact_Table[Supplier_type], "Sum_cost_price", SUM ( Fact_Table[Quantity_sold] ) * SUM ( Fact_Table[Cost_Price] ), "Sum_selling_price", SUM ( Fact_Table[Quantity_sold] ) * SUM ( Fact_Table[Selling_price] ), "Sum_quantity", SUM ( Fact_Table[Quantity_sold] ) ) RETURN Result

Re: How to filter within creation of new table

PawelTr — Fri, 24 Mar 2023 12:32:17 GMT

Wow, that was amazing, that's the code which I was struggling to create.

Big thank you!!