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AnkitKukreja's avatar
AnkitKukreja
Icon for Super User rankSuper User
5 years ago
Solved

Customer Performance Status M.O.M

Hi All, I’ve created the below relationship, and I want to extract performance from the table Bounce and DPD to my master data (ECGLS), both have customer identification no as Account Number.   ...
  • AnkitKukreja's avatar
    AnkitKukreja
    5 years ago

    Hi All,

     

    I used the below measure, though i'm getting the correct results.

    Would love to know any another way to achieve the same. If possible from all the experts here.

     

    CALCULATE( SELECTEDVALUE( Bounce[BounceStatus] , “Not Presented” ) ,
    CROSSFILTER( ECGLS[Account Number] , Bounce[Account_Number] , Both),
    USERELATIONSHIP( ‘Calendar’[Date] , Bounce[schdate] ))

     

    Thanks,
    Ankit

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
5 years ago

AnkitKukreja , is MOM is Month on month. Then you can use time intelligence with date table.

 

Example

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value = CALCULATE(sum(''Table''[total hours value]),previousmonth('Date'[Date]))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions



Appreciate your Kudos.

  • AnkitKukreja's avatar
    AnkitKukreja
    Icon for Super User rankSuper User
    5 years ago

    Hey amitchandak 

     

    Thanks for your response. Yes it is month on month. But, this is not what i want to achieve. 
    May be I missed highlighting my point clearly, here by performance here i meant the payment history, whether it is paid or not paid.

     

    So, I want to show status of payment on m.o.m basis against lan, industry, branch or any other variable. Example ( July- Bounce, Aug- Cleared, Sep- Cleared) . This is just an example.

     

    Can you please look at my file once you've time.

    • AnkitKukreja's avatar
      AnkitKukreja
      Icon for Super User rankSuper User
      5 years ago

      Hi All,

       

      I used the below measure, though i'm getting the correct results.

      Would love to know any another way to achieve the same. If possible from all the experts here.

       

      CALCULATE( SELECTEDVALUE( Bounce[BounceStatus] , “Not Presented” ) ,
      CROSSFILTER( ECGLS[Account Number] , Bounce[Account_Number] , Both),
      USERELATIONSHIP( ‘Calendar’[Date] , Bounce[schdate] ))

       

      Thanks,
      Ankit