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Hi Guys, i'm trying to understand if there is way to use the power of calculation items (tabular editor) to achieve the following result:
i have a table "Table1" with columns : state, date, amount
i have created new measure called Amount Measure in the "Table1" which SUMs the amount
i have created DateTable and linked it with the date field in the "Table1"
I would like to achieve a matrix table having:
- States as rows,
- First two columns would by CY Rolling 12M and PY Rolling 12M (cy for current year and py for previous year).
- Next column would be % of Total (calculated as cy rolling 12m divided by the total of this column)
I have managed to create the CY and PY Rolling 12M calc. items as per below.
But I'm struggling to understand what to do next to create the next % of Total column.
Could you please help?
CY Rolling 12M
VAR CurrentDate = TODAY() -- Gets the current date
VAR LastDayPreviousMonth = EOMONTH(CurrentDate, -1) -- Last day of the previous month
VAR Rolling12MStartDate = EDATE(LastDayPreviousMonth, -12) -- Start date of the rolling 12 months
RETURN
CALCULATE(
[Amount Measure],
DATESBETWEEN(
'DateTable'[Date],
EDATE(Rolling12MStartDate, -12)-30, -- Start date of the rolling 12 months
Rolling12MStartDate -- End date of the rolling 12 months
)
/*,
ALL('DateTable'[Year-Month]) -- Ensures that all states are shown
DATESBETWEEN(
'DateTable'[Date],
DATE(2022, 8, 1), -- Static start date
DATE(2023, 8, 1) -- Static end date
)
*/
)
PY Rolling 12M
VAR CurrentDate = TODAY() -- Gets the current date
VAR Rolling12MStartDate = DATE(YEAR(CurrentDate), MONTH(CurrentDate), 1) -- First day of the selected month
VAR Rolling12MEndDate = EOMONTH(Rolling12MStartDate, -1) -- Last day of the month before the selected month
RETURN
CALCULATE(
[Amount Measure], -- Your measure for GWP
DATESBETWEEN(
'DateTable'[Date],
EDATE(Rolling12MStartDate, -12), -- Start date of the rolling 12 months
Rolling12MEndDate -- End date of the rolling 12 months
),
ALL('DateTable'[Year-Month]) -- Ensures that all states are shown
)
@julpol % of total based on [Amount Measure] or [PY Rolling 12M]/[CY Rolling 12M] ?
the formula is :
% of Total = [CY Rolling 12M] / Total of [CY Rolling 12M]
where [CY Rolling 12M] is calc item an currently the last column
Thanks
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