Forum Discussion
Intersect formula to sum up values
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 ) )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?
Thanks for your help, with your suggestion the performance of one visual went from 55 sec to 37 sec so at least improving 🙂 unfortunately still not very fast. Intially I had hoped I could somehow leverage Intersect formula instead of Calculate with a filter, but so far I only made Interesct work when it's about counting the number of rows (number of accounts classified as "Gaining" etc), not summing up the total of a specific category (sales growth from accounts classified as "Gaining") which is what I need.
With regards to the account status formula, it looks like below. If you have any ideas if this can be improved, please let me know 🙂
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?
Thank you!! I will use your formula to improve the account status.
Regarding avioding having to compute every single row, I don't know how to do it. The Account_Status_Table_Platform is a table with a relationship (single relationship) to my sales table (my raw data table with detailed sales by account and product level by month). I use the Account_Status_Table_Platform to aggregate the sales on the level I need to do the account status measure on (in this case I aggregate on country/CAC/platform(group of product). The Account status table is generated by summarizecolumn and is therefore a static column that doesn't change depending on the user selection for time range (unfortunately therefore it has many rows I believe). Do you have any idea how I could limit number of rows in this table and still ensure it captures all cases (combination of countr/customer account code/platform) depending on user point in time and time comparison selection?Account_Status_Table_Platform = SUMMARIZECOLUMNS('Sales'[Country+CAC+Platform])Current and previous period measures doesn't change the output of the Account_Status_Table_Platform table - rather the other was around, they are aggregated on the level defined in Account_Status_Table_Platform table to ensure the account classification is based on the right aggregation.Current Period =VAR MySelection = SELECTEDVALUE('Selection: comparison period'[ID], 1)RETURNSWITCH(TRUE(),MySelection = 1, TOTALYTD([Measure], 'Calendar'[D. Date]),MySelection = 2, TOTALYTD([Measure], 'Calendar'[D. Date]),MySelection = 3,TOTALQTD([Measure], 'Calendar'[D. Date]),MySelection = 4, TOTALQTD([Measure], 'Calendar'[D. Date]),MySelection = 5, CALCULATE([Measure], DATESINPERIOD('Calendar'[D. Date],Max('Calendar'[D. Date]),-12,MONTH)),MySelection = 6, CALCULATE([Measure], DATESINPERIOD('Calendar'[D. Date],Max('Calendar'[D. Date]),-6,MONTH)),MySelection = 7, CALCULATE([Measure], DATESINPERIOD('Calendar'[D. Date],Max('Calendar'[D. Date]),-3,MONTH)))Previous Period =VAR MySelection = SELECTEDVALUE('Selection: comparison period'[ID], 1)RETURNSWITCH(TRUE(),MySelection = 1, CALCULATE(TOTALYTD([Measure], 'Calendar'[D. Date]),SAMEPERIODLASTYEAR('Calendar'[D. Date])),MySelection = 2, CALCULATE(TOTALYTD([Measure], 'Calendar'[D. Date]), DATEADD('Calendar'[D. Date] ,-2,YEAR)),MySelection = 3, CALCULATE(TOTALQTD([Measure], 'Calendar'[D. Date]),SAMEPERIODLASTYEAR('Calendar'[D. Date])),MySelection = 4, CALCULATE(TOTALQTD([Measure], 'Calendar'[D. Date]), DATEADD('Calendar'[D. Date] ,-2,YEAR)),MySelection = 5, CALCULATE(CALCULATE([Measure], DATESINPERIOD('Calendar'[D. Date],Max('Calendar'[D. Date]),-12,MONTH)), SAMEPERIODLASTYEAR('Calendar'[D. Date])),MySelection = 6, CALCULATE(CALCULATE([Measure], DATESINPERIOD('Calendar'[D. Date],Max('Calendar'[D. Date]),-6,MONTH)), SAMEPERIODLASTYEAR('Calendar'[D. Date])),MySelection = 7, CALCULATE(CALCULATE([Measure], DATESINPERIOD('Calendar'[D. Date],Max('Calendar'[D. Date]),-3,MONTH)), SAMEPERIODLASTYEAR('Calendar'[D. Date])))OK. I think this has gone beyond what I can digest without actually looking at the model.
I suspect that some modifications could make a big difference, but I can't see enough to say exactly what they would be.
I now implemented your improved formula for account status and it seems it improves the perfromance of Calulcate with filter A LOT! It is no longer an issue to filter through the Account_Status_Table_Platform, the performance went from 34 sec to 3 with just fixing the account status. Thanks so much for all your help on this! 🙂
Variables for the win!