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Anonymous's avatar
Anonymous
Not applicable
4 years ago
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Aggregated Running total for YoY/Change

Hi Everyone,

 

I have an Install base (customer count) measure which distinctcounts the number of customer IDs as follows:

 

I also have a similiar measure for the same period last year:

 

I use the two together to create a measure which reflects the change in customer count:

 

 

 

I'm trying to create the same measure but Aggregated but I'm struggling with this and getting contiguous date selections dax-

Or when i try it this way i get too high numbers:

 

So to try to recreate what I have on the right end below, summing the months as a running/aggregate total.

 

Thank you everyone,

Eyal

  • Hi:

    When you do your "Same Period LY measure, can you do it like this:

    SPLY Install Base LABRA = CALCULATE([Install Base LABRA], SAMEPERIODLASTYEAR(Dates[Date]))
    Then subtract your initial measure from this. I'll call it VAR Install Base LABRA
     
    To get cumlative total for the VAR Install Base LABRA
     
    = CALCULATE([VAR Install Base LABRA], FILTER(ALLSELECTED(Dates), 
     Dates[Date] <= MAX(Dates[Date])))

    Normally this should work. Can you give it a try? Thanks

5 Replies

  • Hi:

    I think you may be gettting that message as you may not have a date table, with continuous dates starting before your data starts and ending at end of ear after. When you mark it as a date table and connect it on the one side to your many-side tables, then the built-in time intel functions work great. 

     

    I can paste some date table DAX code that you can use as a Date Table if you want to.

     

    Dates =

     

    -- Specify a start date and end date

    VAR StartDate = Date(2010,1,1)

    VAR EndDate = Today()

    VAR FiscalMonthEnd = 6

     

    -- Generate a base table of dates

    VAR BaseTable = Calendar(StartDate, EndDate)

     

    -- Add the Year for each individual date

    VAR Years = ADDCOLUMNS(BaseTable,"Year",YEAR([Date]))

     

    -- Add the calendar month and other month related data for each date

    VAR Months = ADDCOLUMNS(

        Years,

        "Month",MONTH([Date]),

        "Year and Month Number",FORMAT([Date],"YYYY-MM"),

        "Year and Month Name",FORMAT([Date],"YYYY-MMM"),

        "Fiscal Year", IF( FiscalMonthEnd = 12, YEAR([Date]), IF( MONTH([DATE]) <= FiscalMonthEnd, YEAR([DATE])-1, YEAR([Date]))),

        "Fiscal Month", IF( FiscalMonthEnd = 12, MONTH([Date]),

            IF( MONTH([Date]) <= FiscalMonthEnd, FiscalMonthEnd + MONTH([Date]), MONTH([Date]) - FiscalMonthEnd))

    )

     

    -- Add the Quarter and other quarter related data for each date   

    VAR Quarters = ADDCOLUMNS(

        Months,

        "Quarter",ROUNDUP(MONTH([Date])/3,0),

        "Year and Quarter",[Year] & "-Q" & ROUNDUP(MONTH([Date])/3,0))

     

    -- Add the Day and other day related data for each date   

    VAR Days = ADDCOLUMNS(

        Quarters,

        "Day",DAY([Date]),

        "Day Name",FORMAT([Date],"DDDD"),

        "Day Of Week",WEEKDAY([Date]),

        "Day Of Year", DATEDIFF (DATE(YEAR([Date]),1,1), [Date], DAY) + 1)

     

    -- Add the Week (assuming each week starts on a Sunday) and other week related data for each date   

    VAR Weeks = ADDCOLUMNS(

        Days,

        "Week Of Month (Sunday)",INT((DAY([Date])-1)/7)+1,

        "Week of Year (Sunday)",WEEKNUM([Date],1),

        "Year and Week (Sunday)",[Year] & "-W" & WEEKNUM([Date],1))

    -- Add an 'Is Working Day' column which will be true for all days but Saturday and Sunday.

    var WorkingDays = ADDCOLUMNS(

        Weeks,

        "Is Working Day", NOT WEEKDAY( [Date] ) IN {1,7})

     

    RETURN WorkingDays

     

    I hope this helps!

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Whitewater100 I tried switiching as follows to my calendar table:

       

      But I"m still not getting what I need to get (red arrow to yellow)

      I'm getting the blue..

       

      • Whitewater100's avatar
        Whitewater100
        Icon for Solution Sage rankSolution Sage

        Hi:

        When you do your "Same Period LY measure, can you do it like this:

        SPLY Install Base LABRA = CALCULATE([Install Base LABRA], SAMEPERIODLASTYEAR(Dates[Date]))
        Then subtract your initial measure from this. I'll call it VAR Install Base LABRA
         
        To get cumlative total for the VAR Install Base LABRA
         
        = CALCULATE([VAR Install Base LABRA], FILTER(ALLSELECTED(Dates), 
         Dates[Date] <= MAX(Dates[Date])))

        Normally this should work. Can you give it a try? Thanks
  • Anonymous's avatar
    Anonymous
    Not applicable

    Thanks Whitewater100 , i'll try changing to my calendar table (i used the detail table date instead) and will update. 

    • Whitewater100's avatar
      Whitewater100
      Icon for Solution Sage rankSolution Sage

      Hello:

      Great. I hope that works for you and if it does can you mark as solution? Thanks...