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kukszi's avatar
kukszi
Helper I
6 years ago
Solved

Analyzing Sales Data line items

Hi there, I have sales data line items for the last 3 years that looks like the below example, and I would need some help with analyzing this data: ____Period____| ____Product____| ____Custome...
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  • Ashish_Mathur's avatar
    Ashish_Mathur
    6 years ago

    Hi,

    You may download my PBI file from here.

    Hope this helps.

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Hi kukszi 

I build a table like yours to have a test.

I build measure to achieve your goals.

  1.  
Year-to-date volume this year =

VAR _Selected = SELECTEDVALUE(Calender[Date].[MonthNo])

VAR _MAXMon =

    MAXX (

        FILTER ( ALL ( 'Table' ), 'Table'[__Period____|].[Year] = YEAR ( TODAY () ) ),

        'Table'[__Period____|].[MonthNo]

    )

RETURN

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year] = YEAR ( TODAY () )

                && 'Table'[__Period____|].[MonthNo] < _MAXMon

                && 'Table'[__Period____|].[MonthNo] >= _Selected

        )

    )
Year-to-date volume last year =

VAR _Selected = SELECTEDVALUE(Calender[Date].[MonthNo])

VAR _MAXMon =

    MAXX (

        FILTER ( ALL ( 'Table' ), 'Table'[__Period____|].[Year] = YEAR ( TODAY () ) ),

        'Table'[__Period____|].[MonthNo]

    )

RETURN

CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year]

                = YEAR ( TODAY () ) - 1

                && 'Table'[__Period____|].[MonthNo] < _MAXMon

                && 'Table'[__Period____|].[MonthNo] >= _Selected

        )

    )

When My latest value is in Nov 2020,Result:

Default:

Select July:

2.

Rolling 3 months last year =

VAR _selectedmonth =

    SELECTEDVALUE ( Calender[Date].[MonthNo] )

VAR _a =

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year]

                = YEAR ( TODAY () ) - 1

                && 'Table'[__Period____|].[MonthNo] <= _selectedmonth

                && 'Table'[__Period____|].[MonthNo] >= _selectedmonth - 2

        )

    )

VAR _b =

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year]

                = YEAR ( TODAY () ) - 2

                && 'Table'[__Period____|].[MonthNo] <= 12

                && 'Table'[__Period____|].[MonthNo] > 12 - 3 + _selectedmonth

        )

    )

RETURN

    IF ( _selectedmonth <= 2, _a + _b, _a )
Rolling 3 months this year =

VAR _selectedmonth =

    SELECTEDVALUE ( Calender[Date].[MonthNo] )

VAR _a =

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year] = YEAR ( TODAY () )

                && 'Table'[__Period____|].[MonthNo] <= _selectedmonth

                && 'Table'[__Period____|].[MonthNo] >= _selectedmonth - 2

        )

    )

VAR _b =

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year]

                = YEAR ( TODAY () ) - 1

                && 'Table'[__Period____|].[MonthNo] <= 12

                && 'Table'[__Period____|].[MonthNo] > 12 - 3 + _selectedmonth

        )

    )

RETURN

    IF ( _selectedmonth <= 2, _a + _b, _a )

Result:

July:

February:

You can download the pbix file from this link: Analyzing Sales Data line items

 

Best Regards,

Rico Zhou

 

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