Calculating based on Previous Rows

[sam_hoccane]

Hi All, 

Data---> FILE

I have following querry: 

I  want to create a measure that can calculate future emission (i.e. Forecast =Y) with 15 Percent of increase.  To get the acquired furure results I want to take June total  emission from month of August as it considered as to peak  emission month. For Septemeber forecast, I would like to multiply with 15%  to August Emission value.  Smilarly for October forecast,   I multiply 15% with  Septemeber emission. 

I tried with following measure but it is not  giving acquired results. 

Thankyou in anticipation,

Forecast Emission with 15% Increase =

VAR CurrentEmission = SUM ( Data[Emission] )

VAR CurrentMonth = SELECTEDVALUE ( data[Year_Month] )

VAR CurrentForcast = SELECTEDVALUE ( Data[Forecast] )

VAR PreviousMonths = FILTER ( ALLSELECTED ( Data ), data[Year_Month] < CurrentMonth )

VAR PreviousN_Months = FILTER ( PreviousMonths, Data[Forecast] = "N" )

VAR PreviousN_Month = MAXX ( PreviousN_Months, data[Year_Month] )

VAR PreviousN_Emission = SUMX ( FILTER ( PreviousN_Months, data[Year_Month] = PreviousN_Month ), Data[Emission] )

VAR YearMonthOnly = DISTINCT ( SELECTCOLUMNS ( PreviousMonths, "@YearMonth", Data[Year_Month] ) )

VAR NumberOfY_Months = COUNTROWS ( FILTER ( YearMonthOnly, [@YearMonth] > PreviousN_Month && [@YearMonth] <= CurrentMonth ) ) + 1

VAR Result =

    IF (

        CurrentForcast = "N",

        CurrentEmission,

        PreviousN_Emission * POWER ( 1.15, NumberOfY_Months )

    )

RETURN

    Result

[tamerj1 · Accepted solution]

Hi @sam_hoccane 
Here is the sample file with the modification https://www.dropbox.com/t/w8M4gpY3GYZeSNKa

Comulative 30% Increase = 
SUMX ( 
    VALUES ( data[Year_Month] ),
    CALCULATE (
        VAR Percentage = 0.3
        VAR CurrentDate = MAX (  data[Date] )
        VAR CurrentForecast = SELECTEDVALUE ( data[Forecast] )
        VAR CurrentEmission = SUM ( data[Emission] )
        VAR SummaryTable = 
            CALCULATETABLE ( 
                SUMMARIZE ( 
                    Data, 
                    data[Year_Month], 
                    "@Date", MAX ( data[Date] ),
                    "@Forcast", SELECTEDVALUE ( data[Forecast] ),
                    "@Emission", SUM ( data[Emission] )
                ),
                ALLEXCEPT ( data, data[Travel Source], data[Manager] )
            )
        VAR NTable = FILTER ( SummaryTable, [@Forcast] = "N" )
        VAR YTable = FILTER ( SummaryTable, [@Forcast] = "Y" )
        VAR Last2NRecords = TOPN ( 2, NTable, [@Date] )
        VAR PenultimateNDate = MINX ( Last2NRecords, [@Date] )
        VAR PenultimateNEmission= MINX ( FILTER ( Last2NRecords, [@Date] = PenultimateNDate ), [@Emission] )
        VAR YTableBefore = FILTER ( YTable, [@Date] < CurrentDate )
        VAR Result =
            IF ( 
                CurrentForecast = "N",
                CurrentEmission,
                PenultimateNEmission * POWER ( 1 + Percentage, COUNTROWS ( YTableBefore ) )
            )
        RETURN
            Result
    )
)

[sam_hoccane]

@tamerj1  Thankyou so much for the help 🙂 

[tamerj1]

Hi @sam_hoccane 

please try

Comulative 30% Increase =
SUMX (
    VALUES ( data[Year_Month] ),
    CALCULATE (
        VAR Percentage = 0.3
        VAR CurrentDate =
            MAX ( data[Date] )
        VAR CurrentForecast =
            SELECTEDVALUE ( data[Forecast] )
        VAR CurrentEmission =
            SUM ( data[Emission] )
        VAR SummaryTable =
            CALCULATETABLE (
                SUMMARIZE (
                    Data,
                    data[Year_Month],
                    "@Date", MAX ( data[Date] ),
                    "@Forcast", SELECTEDVALUE ( data[Forecast] ),
                    "@Emission", SUM ( data[Emission] )
                ),
                ALLSELECTED ( data )
            )
        VAR NTable =
            FILTER ( SummaryTable, [@Forcast] = "N" )
        VAR YTable =
            FILTER ( SummaryTable, [@Forcast] = "Y" )
        VAR Last2NRecords =
            TOPN ( 2, NTable, [@Date] )
        VAR PenultimateNDate =
            MINX ( Last2NRecords, [@Date] )
        VAR PenultimateNEmission =
            MINX ( FILTER ( Last2NRecords, [@Date] = PenultimateNDate ), [@Emission] )
        VAR YTableBefore =
            FILTER ( YTable, [@Date] < CurrentDate )
        VAR Result =
            IF (
                CurrentForecast = "N",
                CurrentEmission,
                PenultimateNEmission
                    * POWER ( 1 + Percentage, COUNTROWS ( YTableBefore ) )
            )
        RETURN
            Result
    )
)

[sam_hoccane]

Hello @tamerj1 

It is not giving data for forecast months: 

[tamerj1]

@sam_hoccane 

Ok. Am on my way home. I'll fix it once I reach

[tamerj1]

Hi @sam_hoccane 
well, it wasn't easy. Please refer to the sample file wit the solution https://www.dropbox.com/t/cEbymwCwrT06CJz6

Comulative 30% Increase = 
SUMX ( 
    VALUES ( data[Year_Month] ),
    CALCULATE (
        VAR Percentage = 0.3
        VAR CurrentDate = MAX (  data[Date] )
        VAR CurrentForecast = SELECTEDVALUE ( data[Forecast] )
        VAR CurrentEmission = SUM ( data[Emission] )
        VAR SummaryTable = 
            CALCULATETABLE ( 
                SUMMARIZE ( 
                    Data, 
                    data[Year_Month], 
                    "@Date", MAX ( data[Date] ),
                    "@Forcast", SELECTEDVALUE ( data[Forecast] ),
                    "@Emission", SUM ( data[Emission] )
                ),
                ALL ( data )
            )
        VAR NTable = FILTER ( SummaryTable, [@Forcast] = "N" )
        VAR YTable = FILTER ( SummaryTable, [@Forcast] = "Y" )
        VAR Last2NRecords = TOPN ( 2, NTable, [@Date] )
        VAR PenultimateNDate = MINX ( Last2NRecords, [@Date] )
        VAR PenultimateNEmission= MINX ( FILTER ( Last2NRecords, [@Date] = PenultimateNDate ), [@Emission] )
        VAR YTableBefore = FILTER ( YTable, [@Date] < CurrentDate )
        VAR Result =
            IF ( 
                CurrentForecast = "N",
                CurrentEmission,
                PenultimateNEmission * POWER ( 1 + Percentage, COUNTROWS ( YTableBefore ) )
            )
        RETURN
            Result
    )
)

[sam_hoccane]

@tamerj1 : Thankyou so much for helping me in this...

Last question if use slicer of Manager and Travel Source on measure, it  is not giving desired results. how can I manuplate the above masure to satisfy this condition. 

Many Thanks,