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Anonymous
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3 years ago
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Calculate table with loop

hello PBI masters,   I am a n00b of PBI and struggling with creation of a calculated table. My starting dataset is a table that, for every item and every month, provides specific information: ...
  • PaulDBrown's avatar
    3 years ago

    I suggest you change the structure of the original table in Power Query by pivoting the "Dimension" and "Quantity" columns as follows:

     I would then suggest you create new dimension tables for Item using:

     

    Item Table = 
    SUMMARIZE('Source Table', 'Source Table'[item], 'Source Table'[item description])

     

     

    and for Year and Month following this pattern:

     

    Fiscal Year Table = DISTINCT('Source Table'[FY])

     

    Set up the model using single direction one-to-many relationships between the dimension tables:

    Create the measures you need following this pattern:

     

    Ordered - forecast month = SUM('Source Table'[Ordered])  - SUM('Source Table'[forecast current month])
    Ordered - forecast m-1 = SUM('Source Table'[Ordered])  - SUM('Source Table'[forecast m-1])

     

    Finally set up a matrix using the fields from the dimension tables and the measures. In the formatting pane, under Values -> Options, turn on the option "Switch values on rows" to get:

    Attached is the sample PBIX file