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PowerBi2bPro's avatar
PowerBi2bPro
Helper I
2 years ago

Help Needed - Troubleshooting Blank Column Values

Hi Everyone,

 

I am using this Function:

 

Prv_Qtr_Assets = CALCULATE(sum ('Income Statement $'[Average Assets]), DATEADD('Income$MasterDate'[Date].[Date],-1,QUARTER))
 
My goal was to create a previous quarter value for Assets. 
 
Ther are values in Income Statement $'[Average Assets] Columns.
It contains values for each quarter (e.g. 31 Dec 2023, 30 Sep 2023 and so on)
 
I created MasterDate Table for sequential date.
 
I have created relationship between Master Date table and Income Statement Table
Using the Prv_Qtr_Assets = CALCULATE(sum ('Income Statement $'[Average Assets]), DATEADD('Income$MasterDate'[Date].[Date],-1,QUARTER)) - I am getting BLANK column instead of previous quarter value from the Average Assets column.
 
Thank you for helping
 
Regards
 
 
 

19 Replies

  • Your approach seems reasonable. The error may be elsewhere.

     

    Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

    Do not include sensitive information or anything not related to the issue or question.

    If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

    Please show the expected outcome based on the sample data you provided.

    Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

    • PowerBi2bPro's avatar
      PowerBi2bPro
      Helper I

      Okay so here is the Date Column

       
      Year
      Sunday, December 31, 2023
      Saturday, September 30, 2023
      Friday, June 30, 2023
      Friday, March 31, 2023
      Saturday, December 31, 2022
      Friday, September 30, 2022
      Thursday, June 30, 2022
      Thursday, March 31, 2022
      Friday, December 31, 2021
      Thursday, September 30, 2021
      Wednesday, June 30, 2021
      Wednesday, March 31, 2021
      Thursday, December 31, 2020
      Wednesday, September 30, 2020
      Tuesday, June 30, 2020
      Tuesday, March 31, 2020
      Tuesday, December 31, 2019
      Monday, September 30, 2019
      Sunday, June 30, 2019
      Sunday, March 31, 2019
      Monday, December 31, 2018
      Sunday, September 30, 2018
      Saturday, June 30, 2018
      Saturday, March 31, 2018
      Sunday, December 31, 2017
      Saturday, September 30, 2017
      Friday, June 30, 2017
      Friday, March 31, 2017
      Saturday, December 31, 2016
      Friday, September 30, 2016
      Thursday, June 30, 2016
      Thursday, March 31, 2016
      Thursday, December 31, 2015
      Wednesday, September 30, 2015
      Tuesday, June 30, 2015
      Tuesday, March 31, 2015
      Wednesday, December 31, 2014
      Tuesday, September 30, 2014
      Monday, June 30, 2014
      Monday, March 31, 2014

       

       

      And the Assets Values are

      Total Assets
      27408122
      26509769
      25332322
      26271688
      22286667
      25040832
      20040832
      26939596
      24435452
      22357669
      21180529
      23543250
      24505919
      26548231
      22130804
      22136679
      20949843
      20785811
      19597814
      18325954
      21515747
      20020337
      20148203
      20624152
      19088009
      22220718
      18857304
      16690154
      17796706
      18882873
      18850505
      19996543
      16654922
      14467134
      11169202
      13336748
      14405544
      15503513
      15066288
      14033294
       

       

      Hope this helps. I looked at how to upload the data link, and tried to follow the insert table option. Not sure if it is working. Let me know if you have any questions. Thanks again for your help. 

       

       

      • lbendlin's avatar
        lbendlin
        Super User

        Your formula seems to be fine (minus the unnecessary auto date/time - you forgot to mark the Dates table as such)

         

         

  • Thank you, I will try again. I am wondering how to attach a PIBX file the way you did. I probably am silly asking this. I don't see an attachment icon or option in the reply window. 

     

    Thanksa gain for your help. I will get back to you as it sure not working on my end for my PIBX file. 

  • Thank you that was very helpful. I wanted to than create DELTA using these two. I tried to use Current Assets but that did not work.

     

    I than created a new measure.  

    Current QTR = CALCULATE(sum ('Income Statement $'[Average Assets]), DATEADD('Income$MasterDate'[Date],-0,QUARTER))
     
    Than use GAP as another measure to calculate DELTA. 
     
    I think this might work well. If I wanted to show Cumulative for each year only what Measure calculation would look like?
     
    Thank you 
    Gap = [Current QTR]-[Prv_Qtr_Assets]
     
    • lbendlin's avatar
      lbendlin
      Super User

      DATEADD -0  ?

       

      Read about REMOVEFILTERS.

      • PowerBi2bPro's avatar
        PowerBi2bPro
        Helper I

        Okay so the thing is that I want the current quarter as a measure so that I can create a new measure for the gap using the prev qtr measure that you recommended. 

        What is the best way to achieve this?  -0 did give the current qtr value in the measure. Based on your question, it seems that there may be a better way to achieve this. If possible, please share your thoughts. 

         

         

  • Thank you. I will read more on the filter context. If we don't use the filter to create a measure, I just could not find how to do subtraction between a measure (e.g. Prv QTR)  and column (Current QTR). Can you please show an example how I might that work?

    When I tried doing substraction without a measure for current QTR the new GAP measure didn't work. It said that you can't substract column and measure. 

    • lbendlin's avatar
      lbendlin
      Super User

      that's right, for the current quarter you would need to bring your own aggregation, like SUM(column).  Like a measure does, but on the fly.

  • Thank you again. Would you recommend any courses that focuses on questions and things that I asked here? I did a few courses on LinkedIn, none seem to cover these type of specific scenarios. I also did youtube search, again could not find specific. there were lots of vidoes on Power BI DAX but nothing similar to what I am trying to do here. I am missing some fondation info. How do I learn that and where from? Thanks for your mentorship.