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avachris
Frequent Visitor

Add Column Summarize Pattern not returning the correct result with calculated dimension

@tamerj1  - sorry about the earlier post, I was a bit frazzeled when I wrote it up. Hopefully this is more clear.

 

I am unable to obtain the correct result from an add columns summarize pattern, when I am filtering on a dimension which does not exist within the fact table. 

 

I am working with both forecasts and actuals, and I would like to create a version which is called "Forecast + Actuals" which is a combination of actuals and the forecast values which is after the last date of actuals. 

 

I know you can do this via a measure like if selected value = "Forecast + Actuals" then return calculate measure, but I would prefer to do it in one measure to reduce the complexity of my measure tree.

 

Here is an example data set. 

 

DateVersionValue
31-OctForecast100
30-SepForecast150
30-SepActual120
31-AugActual100

 

Here is the Version Dimension table. "Forecast + Actuals" doesn't exist in my fact table, but can be derived from the fact table through a combination of Forecast and Actuals. 

Version Dimension Table
Forecast
Actuals
Forecast + Actuals

 

I would like a measure which would populate the following: 

Version8/319/3010/31
Forecast 150100
Actuals100120 
Forecast + Actuals100120100

 

I was trying to accomplish it like this via this measure: 

DataSum = 

 VAR MaxActualsDate =
    CALCULATE ( MAX ( FactTable[Date], Version = "Actuals" ) )
VAR SummaryData =
    ADDCOLUMNS (
        SUMMARIZE ( 'FactTable', 'Date'[Date], Versions[Version] ),
        // this is the core table
        "@SourceValue", CALCULATE ( SUM ( FactTable[Value] ) )
    )
RETURN
    IF (
        SELECTEDVALUE ( Versions[Version] ) = "Current Forecast + Actuals",
        CALCULATE ( SUMX ( SummaryData, [@SourceValue] ), [Version] = "Actuals" )
            + CALCULATE (
                SUMX ( SummaryData, [@SourceValue] ),
                [Version] = "Forecast",
                Date[Date] > MaxActualsDate
            ),
         SUMX ( SummaryData, [@SourceValue] )
    )

 

I didn't find any success here - so then I decided to modify the variable table by unioning the "Forecast + Actuals" into the SummaryData variable table. When i look at this in DAX studio, the table does have  "Forecast + Actuals" with values, however, I am unable to bring this into a visual.

 

DataSum = 

var MaxActualsDate = calculate( max(FactTable[Date],Version="Actuals")

Var SummaryData = ADDCOLUMNS (
    TREATAS (
        UNION (
            SUMMARIZE ( 'FactTable', 'Date'[Date], Versions[Version] ), // this is the core table
            ADDCOLUMNS (
                SUMMARIZE ( FactTable', 'Date'[Date], Versions[Version]  ),
                "Version", "Current Forecast + Actuals" // this is where i'm trying to add the "fake data series"
            )
        ),
        'Date'[Date],
        Versions[Version]
    ),
    "@SourceValue",
        IF (
            [Version] = "Current Forecast + Actuals",
            CALCULATE ( SUM ( FactTable[Value] ), ALL ( Versions ), Versions[Version] = "Actuals" ),
            CALCULATE ( SUM (FactTable[Value])
        )
)

 

Return Sumx ( SummaryData, [@SourceValue])

 

 

 

5 REPLIES 5
tamerj1
Super User
Super User

Hi @avachris 

can provide sample of data?

Its something like this - 

 

DateVersionCurrencyRWA_AIRB
10/31BCL DataUSD100
10/31BCL DataCAD100
10/31UATCAD100

@avachris 

It is still not very clear. Can we connect via teams or zoom. I'll be free after 30 min

@Member123456  this isn't spam.

Yeah you are right let me rework the question and post a picture of the data model

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