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BeginnerBI's avatar
BeginnerBI
Helper I
2 years ago
Solved

Rollover

Hello colleagues,   We want to see how many accounts opened in December but excluding the ones that applied in December.   I have this DAX that brings me the opened accounts for December but I ne...
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  • BeginnerBI's avatar
    BeginnerBI
    2 years ago

    Certainly, I successfully addressed this issue by creating a new column and implementing an IF statement. Thank you for your attention to this matter.

Greg_Deckler's avatar
Greg_Deckler
Community Champion
2 years ago

BeginnerBI Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

BeginnerBI's avatar
BeginnerBI
Helper I
2 years ago

Sure thing and thank you Greg_Deckler  Please advise 

 

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    2 years ago

    BeginnerBI OK, so can you explain the logic here? You have 5 rows with an openaccount in December of 2024 so I am assuming that is the "Opened" metric. What I don't understand is the rollover metric. Are those the 2 rows that have an applications date that is not in December of last year?

     

    If so, perhaps something like:

    Rollover measure = 
  VAR __Count = COUNTROWS('Table')
  VAR __Month = MONTH(MAX('Dates'[Date]))
  VAR __Exclude = COUNTROWS(FILTER('Table', MONTH([applications]) = __Month))
  VAR __Result = __Count - __Exclude
RETURN
  __Result