Filter All not working when field is not in the table

[gorgo]

Hi Everyone, 

i have a problem with my query, could not find the solution for it. I appreciate if you can assist.

below is a screen shot of my report :

below is some explanation of the report

in table 3, i am calculating cumulative ceded premium based on the below formula:

Cumulative Ceded Premium = CALCULATE (      
   [Our Share of GCP],      
   FILTER (      
      ALL ( LineReport[Index Year] ),      
      LineReport[Index Year] <= MAX ( LineReport[Index Year])  
   )    
)

Index Year is in columns (1,2,3,4,5,6,7,8)

the above is working fine.

My problem is in table 1, where i should retreive the cumulative amount for a specific year (without putting the year in Rows)

for example:  in Table 1 (look only first row Premium, 3 years) Coumn Index Year 7, i should get 125,816,623 (Table 3 , Column Index Year 7, Row UW Year 2014 which is the max UW year for index year 7), while im getting 143,406,566 which is the amount showing in Column index 6 , UW Year 2014 in Table 1). it is always taking the info from previous year.

note that if i put the field UW Year the amounts are displayed properly: check table 2 Index Year 7, UW Year 2014, the amount is 125,816,623.

i tried many formulas using Filter All functions but none of them worked to give me the correct amount:

Premium 3 Years = 
CALCULATE (     
   [Our Share of GCP],      
   FILTER (      
      ALL( LineReport[Index Year],LineReport[UW Year] ),      
      AND(LineReport[Index Year] <= MAX ( LineReport[Index Year]), LineReport[UW Year]=MAX(LineReport[UW Year])
   )    
)  
   
)

also i tried:

Premium 3 Years = 
CALCULATE (     
   [Cumulative Ceded Premium],      
   FILTER (      
      ALL( LineReport[UW Year] ),      
      LineReport[UW Year]=MAX(LineReport[UW Year])
   )    
)  
   

 even i put single value 2014 instead of Max(LineReport[UW Year]), i get same results.

appreciate your assistance the soonest possible.

Thank you in advance.

Best regards

Georges Sabbagh

[Anonymous]

Without knowing the structure of the model it's not possible to answer this.

Best
D

[gorgo]

Hi again,

thank you for your feedback, let me try to simplify the problem.

below is a sample of data, i need to calculate the cumulative amount by IndexYear.

Entity	UWYear	IndexYear	Premium
Cyprus	2014	5	100
Cyprus	2014	5	50
Cyprus	2014	6	200
Cyprus	2014	6	100
Dubai	2014	5	50
Dubai	2014	5	50
Dubai	2014	6	100
Dubai	2014	7	200
SAL	2015	8	500
Cyprus	2013	5	10
Cyprus	2013	5	10
Cyprus	2013	6	10
Cyprus	2013	6	10
Dubai	2013	5	10
Dubai	2013	5	10
Dubai	2013	6	10
Dubai	2013	7	10
SAL	2013	8	10

i am using the below formula:

Cumulative Premium = CALCULATE ( SUM(Data[Premium]), FILTER ( ALL ( Data[IndexYear] ), Data[IndexYear] <= MAX ( Data[IndexYear] ) ) )

the issue is that i need to calculate cumulative by indexyear for each UWYear, even if entity doesnt have a value for a specify indexyear, i need to calculate the premium for the whole UWYear.

the results are as per the below:

UWYear	5	6	7	8	Grand Total
2014	250	400	200		850
2015				500	500

while it should be 

UWYear	5	6	7
2014	250	650	850

below is how Entity is distributed:

Entity	5	6	7	8	Total
Cyprus	150	300			450
Dubai	100	100	200		400
SAL				500	500

As you can see in index it is not calculating the cumulative properly since in Cyprus I don’t have any rows for index 7.

It is calculating the cumulative for Dubai disregarding the cumulative of Cyprus (as at column 6)

The output should calculate all the cumulative amounts less than or equal to 7 (both Cyprus and Dubai cumulative instead of only Dubai)

i tried to attached screen shots but didnt work so i pasted only tables.

i hope i clarified the problem

appreciate your assistance

Best regards,

[AllisonKennedy]

Try using DATEADD here and you will need to have some context of YEAR on that table visualization in order to tell Power BI what year is the starting point. DATEADD can then be used to count backwards 3, 7, etc years.

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