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Pk8524
Frequent Visitor

Need help with getting wrong data in the graph

I am creating a dax measure called: "New Customers Sales Cumulative" which creates on the go a table

 CustomerOrdersFinal which looks like this:
012.JPG
In the last line of code of this measure I refer to column Rolling, but when I am using this measure in the graph
it seems it takes data from SalesByYear:
 
011.JPG
Why despite the fact that I am referring to rolling column, the graph takes data from SalesByYear?
 
2 REPLIES 2
Anonymous
Not applicable

Hi @Pk8524 ,

 

Power BI visuals automatically aggregate and display data based on the available context and dimensions used in the visual.

 

The EARLIER function is context-dependent and may not work as expected in the function.

 

An alternative available is to replace the fields in the chart with Year and Rolling from the New Customers Sales table.

vhuijieymsft_0-1717642151494.png

 

The visual will look like this:

vhuijieymsft_1-1717642151496.png

 

If you have any other questions please feel free to contact me.

 

The pbix file is attached.

 

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

Hi!

The issue with your solution is that I need to make it dynamically (not static).

 

001.JPG

By changing the parametr, the graph should be updated. This is why the tables are created 'on the go' in the measure using dax. I have made the dax measure a little bit simplier and now it looks as follows:

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

Var CustomerOrdersFiltered = 
    FILTER(
        CustomerOrders, [TotalOrdersByClient] <= 'Customer Segmentation 2'[Customer Segmentation 2 Value])

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])

 
As the issue is with EARLIER function how I can replace it in this context in order to have Rolling sum for all previous years? 

 

Updated file: https://drive.google.com/file/d/1ohuvV1ty35QdRZ9be5yZBf4Zn9GYsM7i/view?usp=sharing 

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