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GMadd's avatar
GMadd
Icon for Helper I rankHelper I
2 years ago
Solved

Distinct Net Value From Deliveries

 

I am pulling a report from my ERP that lists deliveries shipped at the item level but populates the total net value shipped for delivery on each item line (repeating the total net value for the delivery on each item line). I cannot remove the duplicate deliveries from my data since I am using the item level info on other reports.

I want the net value for each delivery shipped on my report.  Basicaly I want a formula that removes the duplicate delivery numbers and gives me the net value. I wrote a formula that I thought would work but it did not.

Net Val = SUMX(DISTINCT('Delivery Tracking'[Delivery]),MAX('Delivery Tracking'[Net Value]))
Below is my table. The total for the Net Value should be $22,754.72

DeliveryPlantAct. Gds Mvmnt DateMaterialNet Value
88033289D7963/13/202422852BIO13,828.17
88033289D7963/13/202422851BIO13,828.17
88033289D7963/13/202426744BIO13,828.17
88033289D7963/13/202426743BIO13,828.17
88033289D7963/13/202426344BIO13,828.17
88033289D7963/13/202424285BIO13,828.17
88033289D7963/13/202442614BIO13,828.17
88033289D7963/13/202442624BIO13,828.17
88033289D7963/13/202442634BIO13,828.17
88033289D7963/13/202442638BIO13,828.17
88033289D7963/13/202442630BIO13,828.17
88033289D7963/13/202442650BIO13,828.17
88034684D7963/13/202442630BIO8,926.55
88034684D7963/13/202442656BIO8,926.55
88034684D7963/13/202425766BIO8,926.55
88034684D7963/13/202452368BIO8,926.55
88034684D7963/13/202425767BIO8,926.55
88034684D7963/13/202452366BIO8,926.55
88034684D7963/13/202425768BIO8,926.55
88034684D7963/13/202452728BIO8,926.55
Thank you for your help
 
  • lbendlin's avatar
    lbendlin
    2 years ago
    Net Val = SUMX(FILTER(SUMMARIZE('Delivery Tracking',[Delivery],[Act. Gds Mvmnt Date],[Net Value]),FORMAT([Act. Gds Mvmnt Date],"yyyymm")=FORMAT(TODAY(),"yyyymm")),[Net Value])

     

  • lbendlin's avatar
    lbendlin
    2 years ago
    FORMAT([Act. Gds Mvmnt Date],"yyyymm")=FORMAT(TODAY(),"yyyymm")

    We are comparing the YearMonth of your data against the YearMonth of the "current"  month, ie today's month.

11 Replies

  • lbendlin's avatar
    lbendlin
    Icon for Super User rankSuper User
    2 years ago

    you were close

     

     

    Net Val = SUMX(SUMMARIZE('Delivery Tracking',[Delivery],[Net Value]),[Net Value])

     

  • GMadd's avatar
    GMadd
    Icon for Helper I rankHelper I
    2 years ago

    Thanks that worked perfectly. Now I need to show only the current months net value. How to I add that to the measure you wrote above?

     

    Thanks again!!

    • lbendlin's avatar
      lbendlin
      Icon for Super User rankSuper User
      2 years ago

      Please provide sample data that fully covers your issue.
      Please show the expected outcome based on the sample data you provided.

  • GMadd's avatar
    GMadd
    Icon for Helper I rankHelper I
    2 years ago

    I want to use the same measure you created but I want to limit the total to just the current month. My data table has two years worth of shipping data and currently the measure is giving me the total for all deliveries in my table. I do not want to use a filter on my visual for this. 

    Sample table below. Since the current month year is March 2024 the total should be $355,470.06 Ignoring any other months.

    DeliveryPlantAct. Gds Mvmnt DateMaterialNet Value
    88028342D7962/28/202421001STM$44,497.76
    88029678D7962/28/202450024ACL$16,874.60
    88029678D7962/28/202410020ACL$16,874.60
    88031087D7962/29/202443128CLX$374.48
    88031087D7962/29/202442432CLX$374.48
    88031087D7962/29/202444240CLX$374.48
    88031086D7962/29/202432636CLX$381.11
    88031086D7962/29/202424205CLX$381.11
    88031085D7962/29/202436020CLX$483.40
    88031077D7962/29/202442432CLX$278.62
    88031077D7962/29/202436020CLX$278.62
    88031077D7962/29/202424205CLX$278.62
    88027366D7963/1/202475030CSP$33,398.76
    88027366D7963/1/202423002CSP$33,398.76
    88027366D7963/1/202436006CLX$33,398.76
    88028943D7963/1/202426342BIO$131,246.24
    88028943D7963/1/202423733BIO$131,246.24
    88028943D7963/1/202423762BIO$131,246.24
    88028943D7963/1/202426344BIO$131,246.24
    88027157D7963/1/202423758BIO$57,174.68
    88027157D7963/1/202423756BIO$57,174.68
    88031155D7963/4/202417465STM$127,135.78
    88031143D7963/4/202418030STM$6,514.60
    • lbendlin's avatar
      lbendlin
      Icon for Super User rankSuper User
      2 years ago
      Net Val = SUMX(FILTER(SUMMARIZE('Delivery Tracking',[Delivery],[Act. Gds Mvmnt Date],[Net Value]),FORMAT([Act. Gds Mvmnt Date],"yyyymm")=FORMAT(TODAY(),"yyyymm")),[Net Value])

       

      • GMadd's avatar
        GMadd
        Icon for Helper I rankHelper I
        2 years ago

        this is working but can you explain how it is only selecting the current month year? I would like to get a better understanding.

         

        Thanks again

    • GMadd's avatar
      GMadd
      Icon for Helper I rankHelper I
      2 years ago

      Thank you for your quick response. This worked perfectly.