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JNTX's avatar
JNTX
New Member
8 years ago

Aggregate Count & Sum by Customer Over Time

Hello all!

 

Been searching the forums for 2 days now trying to find a solution to the below problem I'm attempting to solve for. Thank you in advance for any assistance you can provide.

 

1 Table Data source. Data is as follows:

Customer Number - e.g. 123456

Date

$ Amount of Sale

Product Type

 

What I am attempting to do is show a detail Table in Power BI with the below attributes, by customer, by day:

Customer Number

Date

$ Amount of Sale

Product Type

Total Count of Sale that Day

Total Sum of $ Sale that Day

Total Count of Sale in Today()-6

Total Sum of $ Sale in Today()-6

6 Replies

  • v-huizhn-msft's avatar
    v-huizhn-msft
    Microsoft Employee

    Hi JNTX,

    Please create measure using the formulas below. Then create a table visual, select [$ Amount of Sale], [Product Type] and the four measure as fields.



    Total Count of Sale =
    COUNT ( Table[$ Amount of Sale] )
    
    Total Sum of $ Sale =
    SUM ( Table[$ Amount of Sale] )
    
    Total Count of Sale in Today()-6 =
    CALCULATE (
        COUNT ( Table[$ Amount of Sale] ),
        FILTER ( Table, Table[date] )
            = DATE ( YEAR ( TODAY () ), MONTH ( TODAY () ), DAY ( TODAY () ) - 6 )
    )
    
    Total Sum of $ Sale in Today()-6 =
    CALCULATE (
        SUM ( Table[$ Amount of Sale] ),
        FILTER ( Table, Table[date] )
            = DATE ( YEAR ( TODAY () ), MONTH ( TODAY () ), DAY ( TODAY () ) - 6 )
    )
    

     
    Best Regards,
    Angelia

    • JNTX's avatar
      JNTX
      New Member

      Thank you Angelia, I appologize if I wasn't clear in my original post. The Today()-6 was supposed to be a "in the previous week" calculation. I've been able to get the sums for individual days, but not the running total for the previous 7 days.

       

      Example, I'm having trouble finding solutions for the "Previous Week Sales" aggregation piece, by customer, by product:

       

      CustomerProductDateSaleCurrent Day SalesPrevious Week Sales
      1A1/1/2017$100$300$300
      1A1/1/2017$200$300$300
      1A1/3/2017$100$100$400
      1B1/3/2017$200$200$200
      1A1/5/2017$200$200$600

       

      Thank you in advance!

      • v-huizhn-msft's avatar
        v-huizhn-msft
        Microsoft Employee

        Hi JNTX,

        What's calculation rule for the "Previous Week Sales" based on your given data?

        Best Regards,
        Angelia