Forum Discussion
Naveeduddin
3 years agoFrequent Visitor
Advanced Formulae
Hi All, I'm working on automating our excel reports to PowerBI and in few cases we have an incremental addition from day 1 and in another case an addition of one year above. Attached below li...
- 3 years ago
Create a dimension table for year and create a single to many relationship with the main table:
Use this 'Year Table'[dYear] field in the visual.
Create and format the following measures:
Sum Existing = SUM(fTable[Existing])Sum New = SUM(fTable[New])Total = [Sum Existing] + [Sum New]Running Total New = CALCULATE ( [Sum New], FILTER ( ALL ( 'Year Table' ), 'Year Table'[dYear] <= MAX ( 'Year Table'[dYear] ) ) )Renewal % = VAR _PY = CALCULATE ( [Running Total New], FILTER ( ALL ( 'Year Table' ), 'Year Table'[dYear] = MAX ( 'Year Table'[dYear] ) - 1 ) ) RETURN DIVIDE ( [Sum Existing], _PY )Renewal % based on LY = VAR _PY = CALCULATE ( [Total], FILTER ( ALL ( 'Year Table'[dYear] ), 'Year Table'[dYear] = MAX ( 'Year Table'[dYear] ) - 1 ) ) RETURN DIVIDE ( [Sum Existing], _PY ) - 3 years ago
This is awesome! It worked, Thank you very much 🙂
PaulDBrown
3 years agoCommunity Champion
Create a dimension table for year and create a single to many relationship with the main table:
Use this 'Year Table'[dYear] field in the visual.
Create and format the following measures:
Sum Existing =
SUM(fTable[Existing])Sum New =
SUM(fTable[New])Total =
[Sum Existing] + [Sum New]Running Total New =
CALCULATE (
[Sum New],
FILTER (
ALL ( 'Year Table' ),
'Year Table'[dYear] <= MAX ( 'Year Table'[dYear] )
)
)
Renewal % =
VAR _PY =
CALCULATE (
[Running Total New],
FILTER (
ALL ( 'Year Table' ),
'Year Table'[dYear]
= MAX ( 'Year Table'[dYear] ) - 1
)
)
RETURN
DIVIDE ( [Sum Existing], _PY )
Renewal % based on LY =
VAR _PY =
CALCULATE (
[Total],
FILTER (
ALL ( 'Year Table'[dYear] ),
'Year Table'[dYear]
= MAX ( 'Year Table'[dYear] ) - 1
)
)
RETURN
DIVIDE ( [Sum Existing], _PY )
Naveeduddin
3 years agoFrequent Visitor
This is awesome! It worked, Thank you very much 🙂