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souvik900766
Helper IV
Helper IV

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

 

Hi !

My Data:-

YearMonth CY2018
2019     Jan,19        784003.6     
2020Jan,20796923 
2021Jan,21912686.3 
2018Jan,18754578.3 

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.
Capture 1.PNGCapture 2.PNGCapture.PNGNW1.PNGNW2.PNGNW3.PNG

Thanks in advance !

2 ACCEPTED SOLUTIONS

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.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

daxer-almighty
Solution Sage
Solution Sage

// 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

View solution in original post

7 REPLIES 7
daxer-almighty
Solution Sage
Solution Sage

// 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

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

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
Super User
Super User

Hi,

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


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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

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.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi @Ashish_Mathur 
Its returning some different value.
4.PNG

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