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 year's total purchace and an averge monthly percent by years (excluding current year, because it is not comlpete).

For calculate an nomthly purchase sum ia used an dax formula :

CALCULATE([sumPurchase$],ALLEXCEPT(dimDate,dimDate[monthYear]),FILTER(dimDate,[year]<>[this year])) and it seem working
For yearly total i triying :
full_year_purchase = CALCULATE([[sumPurchase$],ALLEXCEPT(dimDate,dimDate[year])),
the problem is that it calculates the sum of all years and not year by year, how can i solve it? And how can a imake all this calculates without slicers effect? I just want to put an target in percent of purchase and to know on every day what my Execution rate
 based on hystory of all years exclude current.
Thanks a lot , Rita
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.

4 Replies

  • 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.