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burtta
Advocate I
Advocate I

Asset Value Timeline Visualization

I have a table that contains asset information such as Item Number, Fleet Value (Asset * Qty), purchase date and sell/disposal date. I am looking for some help in creating a visual to show sum(fleet value) by month. Do you guys have any ideas on how to relate an aggregate fleet value between months of being purchased and sold?

 

 

burtta_0-1682528156144.png

 

2 ACCEPTED SOLUTIONS
v-yangliu-msft
Community Support
Community Support

Hi  @burtta ,

I created some data:

vyangliumsft_0-1682650599029.png

Here are the steps you can follow:

1. Select [purchase date] and [sell/disposal date] --  Transform – Unpivot Columns.

vyangliumsft_1-1682650599031.png

Result:

vyangliumsft_2-1682650618389.png

2. Create calaculated table.

Date =
CALENDAR(
    DATE(
        2021,1,1),
        DATE(
            2021,12,31))

vyangliumsft_3-1682650618391.png

3. Create measure.

Measure =
var _Qty=
COUNTX(
    FILTER(ALL('Table'),
    'Table'[Attribute]=MAX('Table'[Attribute])&&
    YEAR('Table'[Value])=YEAR(MAX('Date'[Date]))&&
    MONTH('Table'[Value])=MONTH(MAX('Date'[Date]))),[Item number])
var _sum=
SUMX(
    FILTER(ALL('Table'),
    'Table'[Attribute]=MAX('Table'[Attribute])&&
    YEAR('Table'[Value])=YEAR(MAX('Date'[Date]))&&
    MONTH('Table'[Value])=MONTH(MAX('Date'[Date]))),[Asset])
return
_sum * _Qty

4. Result:

vyangliumsft_4-1682650649222.png

If I have misunderstood your meaning, please provide your desired output and your pbix without privacy information.

 

Best Regards,

Liu Yang

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

burtta
Advocate I
Advocate I

Here is the measure that resolved my problem.

 

Prev12MoRevExt (Fleet) =
CALCULATE(
  SUM('Rental Asset Revenue'[Revenue EXT]),
  CALCULATETABLE(
    '*Date',
    FILTER(
      '*Date',
      '*Date'[Date] >=
        DATE(YEAR(TODAY()) - 1, 5, 1)
        &&
        '*Date'[Date] <=
          EOMONTH(
            TODAY(),
            -1
          )
    )
  )
)

View solution in original post

3 REPLIES 3
burtta
Advocate I
Advocate I

Here is the measure that resolved my problem.

 

Prev12MoRevExt (Fleet) =
CALCULATE(
  SUM('Rental Asset Revenue'[Revenue EXT]),
  CALCULATETABLE(
    '*Date',
    FILTER(
      '*Date',
      '*Date'[Date] >=
        DATE(YEAR(TODAY()) - 1, 5, 1)
        &&
        '*Date'[Date] <=
          EOMONTH(
            TODAY(),
            -1
          )
    )
  )
)
Ashish_Mathur
Super User
Super User

Hi,

Share some sample data and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
v-yangliu-msft
Community Support
Community Support

Hi  @burtta ,

I created some data:

vyangliumsft_0-1682650599029.png

Here are the steps you can follow:

1. Select [purchase date] and [sell/disposal date] --  Transform – Unpivot Columns.

vyangliumsft_1-1682650599031.png

Result:

vyangliumsft_2-1682650618389.png

2. Create calaculated table.

Date =
CALENDAR(
    DATE(
        2021,1,1),
        DATE(
            2021,12,31))

vyangliumsft_3-1682650618391.png

3. Create measure.

Measure =
var _Qty=
COUNTX(
    FILTER(ALL('Table'),
    'Table'[Attribute]=MAX('Table'[Attribute])&&
    YEAR('Table'[Value])=YEAR(MAX('Date'[Date]))&&
    MONTH('Table'[Value])=MONTH(MAX('Date'[Date]))),[Item number])
var _sum=
SUMX(
    FILTER(ALL('Table'),
    'Table'[Attribute]=MAX('Table'[Attribute])&&
    YEAR('Table'[Value])=YEAR(MAX('Date'[Date]))&&
    MONTH('Table'[Value])=MONTH(MAX('Date'[Date]))),[Asset])
return
_sum * _Qty

4. Result:

vyangliumsft_4-1682650649222.png

If I have misunderstood your meaning, please provide your desired output and your pbix without privacy information.

 

Best Regards,

Liu Yang

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

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