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gumis_rulez
Helper I
Helper I

Graph takes data from sales instead of rolling column

I am creating a  New Customers Sales Rolling measure by creating a summarize table in dax:

 

New Customers Sales Rolling =
VAR CustomerOrders = ADDCOLUMNS(
        SUMMARIZE(
            Orders,
            Orders[Klient_Nazwa],
            Orders[Data Zamówienia],
            "Year", YEAR(Orders[Data Zamówienia]),
            "TotalSales", SUM(Orders[Sprzedaż])
        ),
        "TotalOrdersByClient", CALCULATE(
            SUMX(
                SUMMARIZE(
                    Orders,
                    Orders[Klient_Nazwa],
                    "TotalOrders", DISTINCTCOUNT(Orders[ ID Zamówienia])
                ),
                [TotalOrders]
            ),
            ALLEXCEPT(
                Orders,
                Orders[Klient_Nazwa]
            )
        )
    )

Var CustomerOrdersFiltered = FILTER(CustomerOrders, [TotalOrdersByClient] <= 2)

Var CustomerOrdersFilteredGrouped = GROUPBY(CustomerOrdersFiltered, [Year], "SalesbyYear", SUMX(CURRENTGROUP(), [TotalSales]))

Var CustomerOrdersFinal =
    ADDCOLUMNS(
        CustomerOrdersFilteredGrouped,
        "Rolling", SUMX(
            FILTER(
                CustomerOrdersFilteredGrouped,
                [Year] <= EARLIER([Year])
            ),
            [SalesbyYear]
        )
    )

Return SUMX(CustomerOrdersFinal, [Rolling])


The CustomerOrdersFinal table from the above measure looks like this:

 

012.JPG

 

In the last line of the dax measure I am referring to rolling column, but when I am doing a simple graph, it seems data from SalesByYear are taken into consideration:

 

011.JPG

 

What am I doing wrong?

 

File to download: https://drive.google.com/file/d/12sVJPAB-3xC1B8EWRoX5-uDKRFP3VxMo/view?usp=sharing 

1 REPLY 1
lbendlin
Super User
Super User

you may be overcomplicating things a little.  Try this

 

 

New Customers Sales running total = 
var o = FILTER(ALLSELECTED(Orders[Klient_Nazwa]),calculate(DISTINCTCOUNT(Orders[ ID Zamówienia]))<3)
var y = max('Calendar'[Year])
return CALCULATE(sum(Orders[Sprzedaż]),'Calendar'[Year]<=y,Orders[Klient_Nazwa] in o)

 

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