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Thunders's avatar
Thunders
Frequent Visitor
2 years ago
Solved

BI Measure

It's so easy on exel...but now on BI

I'm trying to create aggregated measure - see below in excel. Any help appreaciated! 

Thank you

 

  • MrBrownn's avatar
    MrBrownn
    2 years ago

    Good morning Thunders,
    We need more details for the Quota, is it always 2500 ? or it's change by month ?

    Why you choose r
    You can for exemple use something like that : 
    __Mesure =
    Var Total = CALCULATE(SUM(Quota), ALL(Dates) // it will calculate all total of the quota
    Var Aggre = CALCULATE(SUM(Sales), Dates[Month] >= EOMONTH(MAX('Dates'[Month]), -3) //Calculate the sum of every 3 last months

    RETURN DIVIDE(Aggre, Total)

     

     

6 Replies

  • MrBrownn's avatar
    MrBrownn
    Frequent Visitor
    2 years ago

    Good morning Thunders,
    We need more details for the Quota, is it always 2500 ? or it's change by month ?

    Why you choose r
    You can for exemple use something like that : 
    __Mesure =
    Var Total = CALCULATE(SUM(Quota), ALL(Dates) // it will calculate all total of the quota
    Var Aggre = CALCULATE(SUM(Sales), Dates[Month] >= EOMONTH(MAX('Dates'[Month]), -3) //Calculate the sum of every 3 last months

    RETURN DIVIDE(Aggre, Total)

     

     

    • Thunders's avatar
      Thunders
      Frequent Visitor
      2 years ago

      Hi MrBrownn,

      The 2500 is the monthly qouta, does not change.

      • jjrand's avatar
        jjrand
        Helper I
        2 years ago

        Hi, I think I can help with this, but I need to ask a few questions to clarify, because the solution will be different depending how you answer.

         

        1. Do you use a date table?

        2. If you do, is it financial year based, starting on April?

        3. Do you have data only for these 12 months?

        4. Will there be more data coming in, for different years?

         

        Also, MrBrownn, correct me if I'm mistaken, but the question is asking for a running total divided by the total budget. So it won't be the last 3 months every time, but all the previous ones.

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi Thunders ,

    I created a sample pbix file(see the attachment), please check if that is what you want.

    1. Add one index column in Power Query Editor

    2. Create a measure as below to get the percentage

    Aggregated Att% =
VAR _culpart =
    CALCULATE (
        SUM ( 'Table'[Sales] ),
        FILTER (
            ALLSELECTED ( 'Table' ),
            'Table'[Index] <= SELECTEDVALUE ( 'Table'[Index] )
        )
    )
VAR _allquota =
    CALCULATE ( SUM ( 'Table'[Quota] ), ALLSELECTED ( 'Table' ) )
RETURN
    DIVIDE ( _culpart, _allquota )

    Best Regards

  • rautaniket0077's avatar
    rautaniket0077
    Resolver I
    2 years ago

    Hi Thunders, I think Anonymous gave the perfect solution. The alternate way is to set your date as financial date with April being the 1st month.  Here is how to do that.

    create a date table--

     

      create month no


    create month 

    and then sort your month by month no

    Establish the relationship between this newly form date table and your table then, you can have this below measure 

    var _sales =
    CALCULATE(
        SUM('Table'[sales]),
        FILTER(
            ALLSELECTED('date'),
            'date'[month no] <= MAX('date'[month no])
        )
    )

    var _quota =
    CALCULATE(
        SUM('Table'[quota]),
        ALLSELECTED('Table')
    )

    return DIVIDE(_sales,_quota)

    which will give you the output

     

    Thank you.