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shayla
Frequent Visitor

Calculate measure from a different fact table

Hi everyone, 

 

could anyone help me with the formula?

 

I have two fact tables NetSales and Lead Table. 

 

NetSales Table has Customer ID, Date, Material#, Volume columns

 

Lead Table has Customer ID, Lead Start Date (different customers could have different lead start date with same campaign ID), Campaign ID.

 

And I want to calculate the volume for Material A for customers 12 months before the leads start date.

 

I have formula below and it doesn't work.

 

LeadStartDates =
    CALCULATETABLE(
        SUMMARIZECOLUMNS(
             'Lead'[Customer ID],
             'Lead'[Campaign ID],
             'Lead'[Lead Start Date],
             RELATEDTABLE(NetSales),
             "Vol",CALCULATE(Sales[Vol],DimProduct[PRH2#]="011")
            ),
        'Lead'[Campaign ID]<>""&&LEFT('Lead'[Campaign ID],1)="0")

shayla_0-1712825143647.png

 

 

Thanks,

Shayla

1 ACCEPTED SOLUTION
v-kaiyue-msft
Community Support
Community Support

Hi @shayla,

As per your description, I have created two tables and created relationships for them.

vkaiyuemsft_0-1712900611342.png


Create MEASURE.

 

Volume Before Lead Start =
CALCULATE(
SUM(NetSales[Volume]),
FILTER(
'NetSales'.
NetSales[Material#] = "A" &&
NetSales[Customer ID] IN VALUES('Lead'[Customer ID]) &&
DATEDIFF(NetSales[Date], RELATED('Lead'[Lead Start Date]), MONTH) <= 12 &&
DATEDIFF(NetSales[Date], RELATED('Lead'[Lead Start Date]), MONTH) > 0
)
)

 

 

vkaiyuemsft_1-1712900645198.png

If the results obtained are not what you expected. Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.

 

Best Regards,

Clara Gong

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

1 REPLY 1
v-kaiyue-msft
Community Support
Community Support

Hi @shayla,

As per your description, I have created two tables and created relationships for them.

vkaiyuemsft_0-1712900611342.png


Create MEASURE.

 

Volume Before Lead Start =
CALCULATE(
SUM(NetSales[Volume]),
FILTER(
'NetSales'.
NetSales[Material#] = "A" &&
NetSales[Customer ID] IN VALUES('Lead'[Customer ID]) &&
DATEDIFF(NetSales[Date], RELATED('Lead'[Lead Start Date]), MONTH) <= 12 &&
DATEDIFF(NetSales[Date], RELATED('Lead'[Lead Start Date]), MONTH) > 0
)
)

 

 

vkaiyuemsft_1-1712900645198.png

If the results obtained are not what you expected. Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.

 

Best Regards,

Clara Gong

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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