Calculate Threshold Analysis

[DEMDEJ]

This is what I want to do:

But I have two issues that I have been stuck with:

1. When calculating my month fields, I can only go back to the previous month using this formula, else, it's blank.

_PrevMONTH = var _CURRENTMONTH= MONTH(TODAY())

  RETURN

  CALCULATE(COUNT('Official'[nature]),FILTER('Official',MONTH([DATE])=_CURRENTMONTH -1))

 -------------------------------

The formula below shows blanks for all values.

_B4PrevMONTH = var _CURRENTMONTH= MONTH(TODAY())

  RETURN

  CALCULATE(COUNT('Official'[nature]),FILTER('Official',MONTH([DATE])=_CURRENTMONTH -2))

My goal is to create a measure for all calculations, but I'm open.

2. My second issue that I cannot sort the months from most recent to oldest instead of chronological (Feb, Jan, Dec, Nov, Oct)

I've created a calendar table and joined it will my table, created sort bys, and still can't find a way to make it work.

Any assistance is greatly appreciated and I will give kudos!

[WinterMist · Accepted solution]

@DEMDEJ 

Step 1 - Transform your Month only column to a full date.

- Sep 2022 becomes 9/1/2022.

- Feb 2023 becomes 2/1/2023

This is easily done in Power Query Editor.

Step 2 - Also in Power Query Editor, select all the month columns & unpivot them so that instead of a separate column for each month-year, you now only have 1 column for "Date" & 1 column for "Value" (or whatever you want to rename it).

Step 3 - In the model, create the 1:* relationship between 'Date'[Date] & 'Data'[Date]

Step 4 Create a new measure called _B4PrevMONTH V2 .

This resolves the issue of (2 - 2 = 0) the invalid month number.

You can upload a PBIX to Google Drive, make it public & then share the link here on forums.

This should resolve the issue with your blank values for the "2 months ago" measure.

Regards,

Nathan

[DEMDEJ]

@WinterMist  Thanks so much for being such a great help! Do you mind sharing recommendations for becoming better at PowerBI?

You are AWESOME!

[WinterMist]

@DEMDEJ 

You are welcome.  Thanks for the kind words.

For improving in DAX, check the following thread:

https://community.powerbi.com/t5/DAX-Commands-and-Tips/How-to-learn-DAX-from-beginning-to-Advance/m-...

Regards,

Nathan

[WinterMist]

@DEMDEJ 

I'm not sure I completely understand.

1) Are the numbers in the rows of the month columns actual data?  Or are they calculations?  Do you have a test data set sample so that we could look at an isolated example of the problem?

2) If I understand correctly:

- The [_PrevMONTH] measure works no problem.

- The [_B4PrevMONTH] measure does NOT work, & returns only BLANKS.

Is it possible for you to include a screenshot of the visual where you are including this measure & getting blanks so we can get an idea of the filter context?

3) How did you create your calendar table?  If by DAX, can you share the DAX used?  What is the start date & end date?

NOTE: It will not be sufficient to only have month.  For example, if the current month is Feb (month #2) & you try to subtract 2, you'll get 0, which is not a valid month.

Regards,

Nathan

[DEMDEJ]

@WinterMist  

1. It's actual data aggregated for each month

2. I added a few things in the calendar by DAX, but imported most.

Feb #2 - 2 months = 0 totally makes sense! Can you help with the work around?

How can I upload the powerbi file?

TYPE	DATE	MONTH	YEAR	DAY
CASE2	2/20/2023	FEB	2022	FRI
CASE2	1/31/2023	JAN	2022	MON
CASE2	1/21/2023	JAN	2022	FRI
CASE2	12/24/2022	DEC	2022	FRI
CASE2	12/24/2022	DEC	2022	SAT
CASE3	12/11/2022	DEC	2022	MON
CASE1	11/8/2022	NOV	2022	FRI
CASE2	11/20/2022	NOV	2022	FRI
CASE1	10/17/2022	OCT	2022	MON

Here's what the sample look like