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GMadd
Helper I
Helper I

Distinct Net Value From Deliveries

‎03-15-2024 09:12 AM

 

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
 
Message 1 of 12
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lbendlin
Super User
Super User
In response to GMadd

‎03-18-2024 03:12 PM 
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_0-1710799965572.png

 

View solution in original post

Message 6 of 12
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lbendlin
Super User
Super User
In response to GMadd

‎03-19-2024 05:21 AM 
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.

View solution in original post

Message 8 of 12
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11 REPLIES 11
GMadd
Helper I
Helper I

‎03-18-2024 12:55 PM

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
Message 5 of 12
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GMadd
Helper I
Helper I
In response to GMadd

‎03-19-2024 05:06 AM

Thank you for your quick response. This worked perfectly.

Message 12 of 12
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lbendlin
Super User
Super User
In response to GMadd

‎03-18-2024 03:12 PM 
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_0-1710799965572.png

 

Message 6 of 12
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GMadd
Helper I
Helper I
In response to lbendlin

‎03-19-2024 05:10 AM

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

Message 7 of 12
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lbendlin
Super User
Super User
In response to GMadd

‎03-19-2024 05:21 AM 
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.

Message 8 of 12
478 Views
GMadd
Helper I
Helper I
In response to lbendlin

‎03-19-2024 11:32 AM

Ok one more question. I thought I could figure it out but just can't. Just as I asked for the net value I need a total count of deliveries shipped for current month. Data is below and it should show four deliveries shipped in March (current month). 

DeliveryAct. Gds Mvmnt Date
880290822/29/2024
880290672/29/2024
880290652/29/2024
880290512/29/2024
880290082/29/2024
880289832/29/2024
880289822/29/2024
880289802/29/2024
880289752/29/2024
880289552/29/2024
880278832/29/2024
880303392/29/2024
880247333/1/2024
880305313/4/2024
880305313/4/2024
880305313/4/2024
880318273/4/2024
880318273/4/2024
880318273/4/2024
880318273/4/2024
880318273/4/2024
880318273/4/2024
880317423/4/2024
880317423/4/2024
880317423/4/2024
880317423/4/2024
880317423/4/2024
Message 9 of 12
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lbendlin
Super User
Super User
In response to GMadd

‎03-19-2024 12:38 PM

You can use the implicit "Count (Distinct)"  in the visual  for that, or implement the same in the formula explicitly.

Message 10 of 12
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GMadd
Helper I
Helper I
In response to lbendlin

‎03-19-2024 12:43 PM

Right I am using this below to get the distinct count of deliveries but can't seem to restrict it to the current month.

Count of Deliveries Shipped = DISTINCTCOUNT('Delivery Tracking'[Delivery])
Message 11 of 12
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GMadd
Helper I
Helper I

‎03-18-2024 12:14 PM

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!!

Message 3 of 12
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lbendlin
Super User
Super User
In response to GMadd

‎03-18-2024 12:24 PM

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

Message 4 of 12
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lbendlin
Super User
Super User

‎03-15-2024 02:24 PM

you were close

 

 

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

 

Message 2 of 12
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