topic Re: Guidance required for adding custom colomn with Toal YTD function in DAX Commands and Tips

Guidance required for adding custom colomn with Toal YTD function

Anonymous — Mon, 01 Mar 2021 05:28:37 GMT

Hi Super User.

I am farely new to Power BI community. Recently I am preparing excel report for our organization. Report is pretty simple in excel. However to make it dynamic & automatic, I start to compile a Dashboard with Power Query. Later will shift to Power BI.

It has only 4 coloumn. Customer Code/ Month/ Sale Target Nos. / Actual Sale Nos.

My requirement:

I need to find out by Customer Status by counting no. of customers in green/ blue/ red category

Green = If Target Ach % is 100% or more

Blue = If Target Ach % is 80%~99% or more

Red = If Target Ach % is below 80%

Target Ach% = Actual Sale Nos. divided by Sale Target Nos.

I could add Target Ach % and Customer Status by adding conditional coloumn howevr this shown each month customer status is green or red or blue.

However, my requirement is, I want to calculate YTD Target Ach% for each. For eg:

Customer code: 15700,

In Jan -> should show Jan Tgt Vs Jan Result, and

in Feb should show Jan~Feb cumm Tgt vs Jan~Feb cumm Actual

Pls. guide on how to write formula accordingly

Nikhil Gour.

Re: Guidance required for adding custom colomn with Toal YTD function

rfigtree — Mon, 01 Mar 2021 06:52:45 GMT

hi, i think this is what you want.

some one clever than me could probably make it simpler using one of the fancy pants dax functions.

YTDAchievement= var _YTDTarget=CALCULATE(SUM(Table1[Sale Target Nos.]), FILTER(ALLEXCEPT(Table1,Table1[Customer Code]), Table1[Month]<=EARLIER(Table1[Month]) && YEAR(Table1[Month])=YEAR(EARLIER(Table1[Month])) )) var _YTDActual=CALCULATE(SUM(Table1[Actual Sale Nos]), FILTER(ALLEXCEPT(Table1,Table1[Customer Code]), Table1[Month]<=EARLIER(Table1[Month]) && YEAR(Table1[Month])=YEAR(EARLIER(Table1[Month])) )) return DIVIDE(_YTDActual,_YTDTarget)

YTDAchColour = SWITCH(true(), [YTDAchievement]>=1,"Green", Table1[YTDAchievement]>=0.8,"Blue", "Red")

Re: Guidance required for adding custom colomn with Toal YTD function

Anonymous — Mon, 01 Mar 2021 08:37:18 GMT

Brother, thanks for advise. You correctly understood my requirement.

I tried DAX as advised for only YTD Target colomn in data model.

However it is showing total of month ir-respective of customerwise wise.

I used below mentioned DAX as per your advise:

= CALCULATE([Sum of AMC WS Target],FILTER(ALLEXCEPT('AMC WS Red Dealer Analysis','AMC WS Red Dealer Analysis'[Network Code]),'AMC WS Red Dealer Analysis'[AMC Red Dealer Month]<=EARLIER('AMC WS Red Dealer Analysis'[AMC Red Dealer Month]) && YEAR('AMC WS Red Dealer Analysis'[AMC Red Dealer Month])=YEAR(EARLIER('AMC WS Red Dealer Analysis'[AMC Red Dealer Month]))))

Regards,