topic Re: Measure with conditional calculation not working in DAX Commands and Tips

Measure with conditional calculation not working

GoBil — Fri, 26 Aug 2022 08:30:49 GMT

Hi Community!

I'm stuck with a calculation I would like to do in DAX and was hoping to get your help.

I'm creating a financial report, showing already actuals, last year actuals, forecast and goals.

Now I need to add a column (Index %) to the overview that is showing per row the Actuals/ Actuals of "Total Sales" Line.

Except for the "Lines Sales of Goods" and "Sales of Product Related Services" I should have the value of the Actuals / Actuals of "Total Gross profit" Line.

I already tried several calculations in DAX, working with Calculated, SUM, Filter etc.

I have created the following measure already:

Actuals TY = Calculate(SUM('Account Data'[Actuals]))

Total Sales = CALCULATE(SUM('Account Data'[Actuals]), FILTER('Account Data','Account Data'[Official Lines]= "Total Sales"), 'Account Data'[Unit], Units[Unit], 'Account Data'[Business Group], 'Business Group'[Business Group], 'Account Data'[Period], 'Calendar'[Period])

-> is not properly working. If I add it as a column, just to test the values, I only get a vaule for Total Sales Line, while I should get the value of Total Sales in all the Lines.

Sales Index = Iferror([Actuals TY]/[Total Sales], "")

-> Here I should have a IF function I suppose, where I take Total Gross Profit in case the pnl line is Sales of Goods Or Sales of PRS.

FYI, maybe also need to know that I'm working with a two facts data model, the Row "Official PnL lines" are coming from dimension table (many-1 rel.)

Not even sure it is possible or easy to implement, but any tips are welcome!

Thanks in advance!

Re: Measure with conditional calculation not working

lbendlin — Sun, 28 Aug 2022 00:39:01 GMT

Please provide sanitized sample data that fully covers your issue. I can only help you with meaningful sample data.
Please paste the data into a table in your post or use one of the file services like OneDrive or Google Drive.
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided. Screenshots of the expected outcome are ok.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: Measure with conditional calculation not working

GoBil — Mon, 29 Aug 2022 11:11:08 GMT

Datamodel:

Data to understand:

PNL lines: string, eg "Total Sales"

Actual TY : Measure (sum of Actuals), correspond with the correct PNL line. Several accounts go into one PNL line.

Actuals: numbers in Account Data Table per Account.

Dimensions:

Units: string, code representing a department

Time: Month

Result should be a visaul table with:

row: pnl lines

columns: actual ty, MEASURE X

filters: units, time

MEASURE X =

Actuals TY/ Actuals TY of "Total Sales" Line.

Except for the "Lines Sales of Goods" and "Sales of Product Related Services" I should have the value of the Actuals TY/ Actuals TY of "Total Gross profit" Line.

Re: Measure with conditional calculation not working

lbendlin — Mon, 29 Aug 2022 19:53:09 GMT

Please provide sanitized sample data that fully covers your issue. I can only help you with meaningful sample data.
Please paste the data into a table in your post or use one of the file services like OneDrive or Google Drive.
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided. Screenshots of the expected outcome are ok.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: Measure with conditional calculation not working

GoBil — Thu, 01 Sep 2022 08:32:06 GMT

Yes, I got it that you need sample data.

I don't have the capacity currently to make it. I hope to find some time soon.

Normally with the detailed descriptions I gave, you should already be able to understand the data I'm dealing with.

If someone else has any ideas how I could make this work, always welcome.