Return data from specified time interval in all rows in a calculated column

[souvik900766]

Hi !

My Data:-

Year	Month	CY	2018
2019	Jan,19	784003.6
2020	Jan,20	796923
2021	Jan,21	912686.3
2018	Jan,18	754578.3

I want to return year 2018 CY Value i.e. 754578 in 2018 Column in all rows.
The calculation should be based on latest month for e.g.
MAX(Month),dateadd(month,-3,year)
So, here I want to find from Jan, 2021, to 3 years prior data.
I tried with this options but not working.

Thanks in advance !

[souvik900766]

Hi !

My Data:-

Year	Month	CY	2018
2019	Jan,19	784003.6
2020	Jan,20	796923
2021	Jan,21	912686.3
2018	Jan,18	754578.3

I want to return year 2018 CY Value i.e. 754578 in 2018 Column in all rows.
The calculation should be based on latest month for e.g.
MAX(Month),dateadd(month,-3,year)
So, here I want to find from Jan, 2021, to 3 years prior data.
I tried with this options but not working.

Thanks in advance !

[Ashish_Mathur · Accepted solution]

Hi,

This calculated column formula works

CALCULATE(SUM(Data[CY]),FILTER(Data,Data[Month]=EDATE(MAX(Data[Month]),-36)&&Data[Month]=EDATE(MAX(Data[Month]),-36)))

Hope this helps.

[daxer-almighty · Accepted solution]

// I think you're not doing it right
// since having columns named like
// 2019, 2PY, 2018... is a clear sign
// you're not modeling your data
// the way it should be and you're not
// following Best Practices of dimensional
// design. But it's up to you after all
// to solve problems that do not exist
// in correct models.
//
// With that being said, here is
// the thing you want, I guess:

[2018] = // calculated column
var CurrentMonth = T[Month]
var _2018Value =
    MAXX(
        // This filter should return
        // not more than 1 row. Possibly
        // an empty set depending on
        // your data.
        filter(
            T,
            T[Year] = 2018
            &&
            T[Month] = CurrentMonth
        ),
        T[CY]
    )
return
    _2018Value

[souvik900766]

Hi @daxer-almighty ,
Its not returning the correct value.

[daxer-almighty]

Your formula is different than mine. That's the first thing. Secondly, you asked about the year 2018. This is what I gave you. The month you put in my formula must be the plain month without the year attached, of course. Please create a column that will store just the plain month as a number (1,...,12) or a name.

[Ashish_Mathur]

Hi,

What exactly is your end objective?  Also, why are you writing this as a calculated column formula (and not as a measure)?

[souvik900766]

Hi @Ashish_Mathur 
Mu objective
I want to return year 2018 CY Value i.e. 754578 in 2018 Column in all rows.
The calculation should be based on latest month for e.g.
MAX(Month),dateadd(month,-3,year)
So, here I want to find from Jan, 2021, to 3 years prior data.
This is the requirement of the client....If u want u can solve this with measure....I will try to convert it into columns

[Ashish_Mathur · Accepted solution]

Hi,

This calculated column formula works

CALCULATE(SUM(Data[CY]),FILTER(Data,Data[Month]=EDATE(MAX(Data[Month]),-36)&&Data[Month]=EDATE(MAX(Data[Month]),-36)))

Hope this helps.

[souvik900766]

Hi @Ashish_Mathur 
Its returning some different value.