Forum Discussion

graemejohnson's avatar
graemejohnson
Helper II
6 years ago
Solved

Building a Daily Summary table

Please can anyone help! 

 

I am trying to build a PowerBI report to sit on top of a job estimation system.

 

I have this table which shows a history of the jobs (IssueID) that have been estimated and the dates on which the estimate was provided.

 

What I am attempting to do is to build daily summary that shows on any given date, the sum of the most recent (on or before the date in question) OriginalEstimate across all IssueID values e.g.

 

I've been looking at this for a day and just cannot figure out how to pick out the appropriate values to sum up.

  • az38's avatar
    az38
    6 years ago

    graemejohnson 

    I added a measure into original table 'Original Estimate History'

    Measure Sum Estimated = 
    VAR _lastDateTable = 
                        ADDCOLUMNS(
                        SUMMARIZE(
                            FILTER(
                                ALL('Original Estimate History'), 
                                'Original Estimate History'[DateModified] <= SELECTEDVALUE('Original Estimate History'[DateModified]) ),
                                'Original Estimate History'[IssueID],
                            "LastDate",
                            MAX('Original Estimate History'[DateModified])
                        ),
                        "EstimatedToDate",
                        CALCULATE(MAX('Original Estimate History'[OriginalEstimate]),'Original Estimate History'[IssueID]=EARLIER([IssueID]), 'Original Estimate History'[DateModified]=EARLIER([LastDate])))
    RETURN
    CALCULATE(SUMX(_lastDateTable, [EstimatedToDate]))

     

    then created a visual

     

17 Replies

  • az38's avatar
    az38
    Community Champion

    graemejohnson 

    why do not you just add to table visual 2 fields:

    Date

    Original Estimate aggregated as SUM

    ?

    • graemejohnson's avatar
      graemejohnson
      Helper II

      I've possibly misunderstood, but I'm not sure that's what I need.....I was going down the route of creating a summary table with a row for each date, and then it's the calculation of the sum of 'the most recent' estimate per Issue up to that point of time that I just cannot get my head around....on 26th March I need it to pull in a record from 26th and also one from the 25th

       

      • az38's avatar
        az38
        Community Champion

        graemejohnson 

        what is the [Sum (Original Estimate)] column?

        give a statement if it is a calculated column