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numersoz
Helper III
Helper III

Calculated Table from Another Table Info

Hi,

I have a table with below information on Power BI:

IDBenefit DateSaving/year
11/1/2013$5
23/5/2014$3
34/6/2014$15
45/5/2015$20
58/8/2015$27

This table has an ID and for that ID the annual savings numbers and when the first benefit date would be.

I need to create a new calculated table. This table will get the ID and Savings/year information form the above table. However, it needs to create one row per ID and years between 2013-2023. So for every ID number, there would be a row with a year between 2013 and 2023. It will look like below:

 

IDYearSaving/yearCalculated Savings
12013$5Calculate the savings for the year
12012$5Calculate the savings for the year
12014$5Calculate the savings for the year
12015$5Calculate the savings for the year
22013$3Calculate the savings for the year
22012$3Calculate the savings for the year
22014$3Calculate the savings for the year
22015$3Calculate the savings for the year
32013$15Calculate the savings for the year
32012$15Calculate the savings for the year
32014$15Calculate the savings for the year
32015$15Calculate the savings for the year
42013$20Calculate the savings for the year
42012$20Calculate the savings for the year
42014$20Calculate the savings for the year
42015$20Calculate the savings for the year
52013$27Calculate the savings for the year
52012$27Calculate the savings for the year
52014$27Calculate the savings for the year
52015$27Calculate the savings for the year

 

Any suggestions on how I can do this. Initially, I've created one table with all IDs and for each calendar year savings I've made a calculated column. But because the years were in the columns, I wasn't able to create a relationship. I need to have both the IDs and years in rows as above so I can create a relationship with their columns.

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

So, something like this?

 

Table3 = 
VAR __ids = DISTINCT(SELECTCOLUMNS('Table2',"__ID",[ID]))
VAR __years = DISTINCT(SELECTCOLUMNS(ADDCOLUMNS(SELECTCOLUMNS(Table2,"__Date",[Benefit Date]),"__Year",YEAR([__Date])),"__Year",[__Year]))
VAR __table = GENERATEALL(__ids,__years)
VAR __table1 = ADDCOLUMNS(__table,"__Savings/year",MAXX(FILTER('Table2',[ID] = [__ID]),[Saving/year]))
RETURN __table1
See attached.

See attached.


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DAX is easy, CALCULATE makes DAX hard...

View solution in original post

2 REPLIES 2
Greg_Deckler
Super User
Super User

So, something like this?

 

Table3 = 
VAR __ids = DISTINCT(SELECTCOLUMNS('Table2',"__ID",[ID]))
VAR __years = DISTINCT(SELECTCOLUMNS(ADDCOLUMNS(SELECTCOLUMNS(Table2,"__Date",[Benefit Date]),"__Year",YEAR([__Date])),"__Year",[__Year]))
VAR __table = GENERATEALL(__ids,__years)
VAR __table1 = ADDCOLUMNS(__table,"__Savings/year",MAXX(FILTER('Table2',[ID] = [__ID]),[Saving/year]))
RETURN __table1
See attached.

See attached.


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

Thank you very much this worked! However, I face another problem now with a circular reference.  Can there be anything in the DAX code that can cause this? 

The table I've just created with your code was a savings table.  I have another table with spendings. These two tables are non in a direct relationship, I have other tables in between.

In order for me to have a line and stacked column chart, my idea was to use an auto-generated dates table that would have a relationship with each of these tables individually. However, this results in a circular reference. And without this relationship, I can't create this graph where they have a common date.

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