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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 de...
  • 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.

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

      • lbendlin's avatar
        lbendlin
        Icon for Super User rankSuper User
        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.

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

    Thank you for your quick response. This worked perfectly.