Forum Discussion
Calculated Table for Month over Month Changes
Hello,
I have an archive table that looks like the following:
| Gate | Emp. ID | Count | Month | Year |
| IA | a123 | 351 | 9 | 2018 |
| IRA | a123 | 220 | 9 | 2018 |
| NEW | a123 | 26 | 9 | 2018 |
| PSA | a123 | 108 | 9 | 2018 |
| IRA | b456 | 39 | 9 | 2018 |
| NEW | b456 | 151 | 9 | 2018 |
| PSA | b456 | 55 | 9 | 2018 |
| IA | a123 | 453 | 9 | 2018 |
| IRA | a123 | 125 | 10 | 2018 |
| NEW | a123 | 35 | 10 | 2018 |
| PSA | a123 | 99 | 10 | 2018 |
| IA | b456 | 20 | 10 | 2018 |
| IRA | b456 | 9 | 10 | 2018 |
| NEW | b456 | 109 | 10 | 2018 |
| PSA | b456 | 66 | 10 | 2018 |
I want to create a calculated table to show the Month over Month Change in the count of "Gates" from month 9 to 10 by Employee ID (Emp. ID). So I want a table that will look like the following:
| Gate | Emp. ID | Month Over Month Change |
| IA | a123 | 102 |
| IRA | a123 | -95 |
| NEW | a123 | 9 |
| PSA | a123 | -9 |
| IA | b456 | 20 |
| IRA | b456 | -30 |
| NEW | b456 | -42 |
| PSA | b456 | 11 |
This would allow me to show how things are moving from one gate to another each month for each employee and through the entire department. How can I code this in DAX so that the count from the Maximum Month in the table subracts the count from the previous month for each gate and employee combination?
I would need code to take into consideration how employee b456 has no IA gate in month 9 but has a count of 20 in the IA gate by month 10. Also I would need the code to take into consideration if the month is 1 then to subtract the count from month 12 of the previous year.
Any advice would be appreciated!
Hi xzfujc
The best way is to think of measures instead of tables/columns. You can then calculate the number of gates for the given month, the number of gates for the previous month, and then the difference.
You will need a date column to key off of, but since you have Month and Year, that's easy enough to create.
//Calculated Column Dt = DATE(Year, Month, 1) //Measures Total Gates = CALCULATE(SUM(Count)) LM Total Gates = CALCULATE([Total Gates], PREVIOUSMONTH(Dt)) Variance = [Total Gates] - [LM Total Gates]
This will allow you to create a table visual, and if you want to look at it by just Gate instead of by Gate and Emp ID, the calculation will take care of itself.
Hope this helps
David
7 Replies
Hi xzfujc
The best way is to think of measures instead of tables/columns. You can then calculate the number of gates for the given month, the number of gates for the previous month, and then the difference.
You will need a date column to key off of, but since you have Month and Year, that's easy enough to create.
//Calculated Column Dt = DATE(Year, Month, 1) //Measures Total Gates = CALCULATE(SUM(Count)) LM Total Gates = CALCULATE([Total Gates], PREVIOUSMONTH(Dt)) Variance = [Total Gates] - [LM Total Gates]
This will allow you to create a table visual, and if you want to look at it by just Gate instead of by Gate and Emp ID, the calculation will take care of itself.
Hope this helps
David
I think your solution will accomplish what I need.
I am running into an issue with
LM Total Gates = CALCULATE([Total Gates], PREVIOUSMONTH(Dt))
It returns a 0. So my total variance is now equal to my total gates. Working on resolving. Is there a way to say something like the following?
Total Gates = CALCULATE(SUM(Count), CurrentMonth(Dt))
Change the variance calculation to
Variance = IF(ISBLANK([LM Total Gates]), 0, [Total Gates] - [LM Total Gates])
(or use BLANK() instead of 0 if you want to show no value in Variance for the first month)
Hope this helps
David
I can't explain it, but adding the .[Date] to the Dt field solved my problem. After adding the .[Date], the LM value was calculated correctly.
LM Total Gates = CALCULATE([Total Gates], PREVIOUSMONTH('Gates Count Archive'[Dt].[Date]))
Thanks for all your help!
