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martipe1's avatar
martipe1
Helper II
1 year ago
Solved

ACR Report Compare Snap Shots

I have an ACR report that uses snap shots from different days.

 

For every invoice I have the days past due and based on those days I have calculated columns for different aging buckets also the snap shot date and previous snap shot date are in 2 different columns

 

What I want to achieve is, for example, if I select a Snap Shot dated October 28th, a summary of all the data is shown in a multiple row card  and affects other visuals within the same report (page)

Show the previous date and compare % Variance vs the Snap Shot Date selected

These are the values  for the two different snap shots

SnapShot/Days Past DueCurrent0-3031-6061-9091-120121-150151-180180+Total
10/28/20241034353447503602772147(94035)(23950)44329243187725892
10/27/20241034353449123571872290(98977)(19007)44711242806725888
Variance100.00%99.95%100.87%99.80%95.01%126.01%99.15%100.16%100.00%

 

What do you suggest?

Thanks!

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  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi, martipe1 
    Thank you for your response.

     

    1.Firstly, the reason for creating a new table as a slicer is that if you use the current table directly as a slicer, it will restrict the data displayed to only those selected by the slicer. This approach does not allow for the requirement of selecting a date while displaying both the current date and the selected date.

     

    2.Secondly, based on your updated data structure, you might consider replacing the use of visual calculations with the following measures:

    Variance1 =
FORMAT (
    DIVIDE (
        SUM ( 'Table'[0-30] ),
        CALCULATE (
            SUM ( 'Table'[0-30] ),
            FILTER (
                ALLSELECTED ( 'Table' ),
                'Table'[SnapShot/Days Past Due]
                    = MAX ( 'Table'[SnapShot/Days Past Due] ) - 1
            )
        )
    ),
    "0.00%"
)
    Variance2 = 
FORMAT (
    DIVIDE (
        SUM ( 'Table'[31-60] ),
        CALCULATE (
            SUM ( 'Table'[31-60] ),
            FILTER (
                ALLSELECTED ( 'Table' ),
                'Table'[SnapShot/Days Past Due]
                    = MAX ( 'Table'[SnapShot/Days Past Due] ) - 1
            )
        )
    ),
    "0.00%"
)

    Variance3 = 
FORMAT (
    DIVIDE (
        SUM ( 'Table'[61-90] ),
        CALCULATE (
            SUM ( 'Table'[61-90] ),
            FILTER (
                ALLSELECTED ( 'Table' ),
                'Table'[SnapShot/Days Past Due]
                    = MAX ( 'Table'[SnapShot/Days Past Due] ) - 1
            )
        )
    ),
    "0.00%"
)

    Please note that you will need to create a measure for each column due to the visible limitations.

     

    3.Here's my final result, which I hope meets your requirements.

     

     

    Please find the attached pbix relevant to the case.

     

    Best Regards,

    Leroy Lu

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

8 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi, martipe1 

    If your visualisation is limited to a matrix, I recommend trying the following approach:

     

    1.Firstly, here is my virtual test data:

    2.Secondly, click on the matrix and use the following code in the visualisation calculations:

     

    Variance = FORMAT((PREVIOUS([Sum of Value]) / [Sum of Value]) , "0.00%")

     

    3.Create the following calculated table to serve as a slicer:

     

    time = DISTINCT('Table'[SnapShot/Days Past Due])

     

     

    4.Then, create the following measures and apply them within the visualisation:

     

    MEASURE =
VAR select1 =
    MAX ( 'time'[SnapShot/Days Past Due] )
RETURN
    IF (
        ISFILTERED ( 'time'[SnapShot/Days Past Due] ),
        IF (
            MAX ( 'Table'[SnapShot/Days Past Due] ) = select1
                || MAX ( 'Table'[SnapShot/Days Past Due] ) = select1 - 1,
            1,
            0
        ),
        BLANK ()
    )

     

    5.Here are the final results, which I hope meet your requirements:

    This is a relatively close solution, as inserting measures as a row is not suitable for a matrix visualisation. However, the creation of calculated tables and columns will not be affected by the slicers.

     

    Please find the attached pbix relevant to the case.

     

    Best Regards,

    Leroy Lu

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

     

    • martipe1's avatar
      martipe1
      Helper II
      1 year ago

      Thank you very much for your answer.

       

      First a question. Why do I need a calculated table to use it as a slicer rather than just taking of the columns of my table and use it as as slicer?

      In your example you show just one column for your age buckets, but in my case I have a calculated column for each age bucket and I can't get the previous date row in the matrix. What should I do?

      Once again, thank you!

      • Anonymous's avatar
        Anonymous
        Not applicable
        1 year ago

        Hi, martipe1 
        Thank you for your response.

         

        1.Firstly, the reason for creating a new table as a slicer is that if you use the current table directly as a slicer, it will restrict the data displayed to only those selected by the slicer. This approach does not allow for the requirement of selecting a date while displaying both the current date and the selected date.

         

        2.Secondly, based on your updated data structure, you might consider replacing the use of visual calculations with the following measures:

        Variance1 =
FORMAT (
    DIVIDE (
        SUM ( 'Table'[0-30] ),
        CALCULATE (
            SUM ( 'Table'[0-30] ),
            FILTER (
                ALLSELECTED ( 'Table' ),
                'Table'[SnapShot/Days Past Due]
                    = MAX ( 'Table'[SnapShot/Days Past Due] ) - 1
            )
        )
    ),
    "0.00%"
)
        Variance2 = 
FORMAT (
    DIVIDE (
        SUM ( 'Table'[31-60] ),
        CALCULATE (
            SUM ( 'Table'[31-60] ),
            FILTER (
                ALLSELECTED ( 'Table' ),
                'Table'[SnapShot/Days Past Due]
                    = MAX ( 'Table'[SnapShot/Days Past Due] ) - 1
            )
        )
    ),
    "0.00%"
)

        Variance3 = 
FORMAT (
    DIVIDE (
        SUM ( 'Table'[61-90] ),
        CALCULATE (
            SUM ( 'Table'[61-90] ),
            FILTER (
                ALLSELECTED ( 'Table' ),
                'Table'[SnapShot/Days Past Due]
                    = MAX ( 'Table'[SnapShot/Days Past Due] ) - 1
            )
        )
    ),
    "0.00%"
)

        Please note that you will need to create a measure for each column due to the visible limitations.

         

        3.Here's my final result, which I hope meets your requirements.

         

         

        Please find the attached pbix relevant to the case.

         

        Best Regards,

        Leroy Lu

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

  • martipe1's avatar
    martipe1
    Helper II
    1 year ago

    I do greatly thank you for your patience and prompt answers.

    You solution did work.

     

    Thanks!!