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apohl1's avatar
apohl1
Helper II
4 years ago
Solved

Intersect formula to sum up values

Hi all,   I'm building a model that does account segmentation based on accounts historical sales performance. The account segmentation is a measure, it's called Account status and the results are "...
  • AlexisOlson's avatar
    AlexisOlson
    4 years ago

    This seems much simpler than the switch.

    Account status growth =
    VAR CurrStatus =
        SELECTEDVALUE ( 'Account status'[Account status] )
    RETURN
        CALCULATE (
            [Growth],
            FILTER ( 'Account_Status_Table_Segment', [Account status segment] = CurrStatus )
        )
  • AlexisOlson's avatar
    AlexisOlson
    4 years ago

    Variables will help with these measures too.

    Account status platform =
    VAR Threshold = SELECTEDVALUE ( 'Selection: account status threshold'[Threshold] )
    VAR CurrPeriod = [Current Period]
    VAR PrevPeriod = [Previous Period]
    VAR GrowthPct = [Growth %]
    VAR CurrPeriodIsBlank = ( ISBLANK ( CurrPeriod ) || ROUND ( CurrPeriod, 0 ) = 0 )
    VAR PrevPeriodIsBlank = ( ISBLANK ( PrevPeriod ) || ROUND ( PrevPeriod, 0 ) = 0 )
    RETURN
        SWITCH (
            TRUE (),
            CurrPeriodIsBlank && PrevPeriodIsBlank, "Inactive",
            CurrPeriodIsBlank && ROUND ( PrevPeriod, 0 ) > 0, "Lost",
            GrowthPct <= - Threshold, "Lost",
            PrevPeriodIsBlank && ROUND ( CurrPeriod, 0 ) > 0, "Gained",
            GrowthPct >= Threshold, "Gained",
            GrowthPct >= 0.05, "Gaining",
            PrevPeriod <> 0 && GrowthPct <= -0.05, "Losing",
            "Stable"
        )

     

    That should help some but what would really help is if you could keep this from computing for every single row of the table you're filtering, so the critical question is how is this measure related to the row context of 'Account_Status_Table_Platform'? Is there anything that changes from row to row that changes the output of this table? How are [Current Period] and [Previous Period] defined? Do these depend on 'Account_Status_Table_Platform' at all?