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Mohivaj
Frequent Visitor

setting baseline value and compare the difference between baseline total for the rest of the months

Hi, I have a requirement to caluclate set a baseline (month total) and this value needs to be compared to total of the other months. I have attached the sample file. I have used th below formual but I did not get the desired results. The DAX expression provide the right value for April as 0 but for the May month it is not substracting from the baseline cost. 

Baseline_calculation =

IF(CALCULATE(SUM('Table'[Cost]),KEEPFILTERS('Calendar'[MonthNum]>4 )),

CALCULATE(SUM('Table'[Cost]),KEEPFILTERS('Calendar'[Month]="Apr" && 'Calendar'[Year]=2024 ))-CALCULATE(sum('Table'[Cost])
))

Mohivaj_0-1716467607504.png

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Mohivaj ,
Based on the data you provided, you can try the following steps:
Create a column

Month_Number = MONTH('Table'[Date])

Create a measure

Baseline calculation = 
VAR _sumApr = 
CALCULATE(
    SUM('Table'[Cost]),
    FILTER(
        ALL('Table'),
        'Table'[Month_Number]= 4
    )
)
VAR _sumGroupBymonth = 
CALCULATE(
    SUM('Table'[Cost]),
    ALLEXCEPT(
        'Table',
        'Table'[Month_Number]
    )
)
RETURN
_sumGroupBymonth - _sumApr

Final output

vheqmsft_0-1716534325324.png

Best regards,
Albert He

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly



View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @Mohivaj ,
Based on the data you provided, you can try the following steps:
Create a column

Month_Number = MONTH('Table'[Date])

Create a measure

Baseline calculation = 
VAR _sumApr = 
CALCULATE(
    SUM('Table'[Cost]),
    FILTER(
        ALL('Table'),
        'Table'[Month_Number]= 4
    )
)
VAR _sumGroupBymonth = 
CALCULATE(
    SUM('Table'[Cost]),
    ALLEXCEPT(
        'Table',
        'Table'[Month_Number]
    )
)
RETURN
_sumGroupBymonth - _sumApr

Final output

vheqmsft_0-1716534325324.png

Best regards,
Albert He

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly



lbendlin
Super User
Super User

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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