Forum Discussion

Ritaf's avatar
Ritaf
Icon for Responsive Resident rankResponsive Resident
6 years ago
Solved

Calculation for dynamic target based on hystorical data

Hi , I am trying to calculate dynamicly a target of some percentage of economy rate for purchase managers. For this calculation i am trying to get the monthly purchase sum, the part of this sum from...
Need Help
Tips and Tricks
  • Ritaf's avatar
    Ritaf
    6 years ago

    unfortinately this isn't working, "this year" is not an issue, the problem is thtat the measure not calculating an year's sum , it isshowing me an monthly sum. I attached i picture 

     

  • amitchandak's avatar
    amitchandak
    6 years ago

    Do you need that year sales

    Year Sales = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),ENDOFYEAR('Date'[Date Filer])))

    This Will not give for this year(Incomplete year)

    Year Sales = 
Var _this_year = year(TODAY())
return
 CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),ENDOFYEAR('Date'[Date Filer]),ABS(year(Sales[Sales Date]) <> _this_year)))

    Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
    Thanks.

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

Will less than current year will not work for you

 

CALCULATE([sumPurchase$],FILTER(dimDate,[year]<[this year]))

Or
CALCULATE([sumPurchase$],dimDate[year]<[this year])

 

 

I am assuming This Year is calculated as Var in formula

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

  • Ritaf's avatar
    Ritaf
    Icon for Responsive Resident rankResponsive Resident
    6 years ago

    unfortinately this isn't working, "this year" is not an issue, the problem is thtat the measure not calculating an year's sum , it isshowing me an monthly sum. I attached i picture 

     

    • amitchandak's avatar
      amitchandak
      Icon for Super User rankSuper User
      6 years ago

      Do you need that year sales

      Year Sales = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),ENDOFYEAR('Date'[Date Filer])))

      This Will not give for this year(Incomplete year)

      Year Sales = 
Var _this_year = year(TODAY())
return
 CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),ENDOFYEAR('Date'[Date Filer]),ABS(year(Sales[Sales Date]) <> _this_year)))

      Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
      Thanks.

      • Ritaf's avatar
        Ritaf
        Icon for Responsive Resident rankResponsive Resident
        6 years ago

        Thanks a lot it is working!!! could ypu explain me a logic of this solition step by step?