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Fredrikwahl
New Member

Calculation without relation to date filters

Hi,

 

I have a problem. I'm tryin to calcutate the profitof a certain product. This containt two calculations;

- Revenue carparts

- Cost carparts 

 

Both of these calculations come from the same source witch is ralated to the the date-table. 

 

In my table I have a column with revenue, next one cost and then profit. The problem is that when i select a certain period, for instance january 2023, i get the revenue from january 2023 and the cost of january 2023. The carparts may be bought several periods before, hence the problem. How can i make a caluclation that says;

 

- Revenue january 2023

- Cost all time 

 

Cost carparts =
CALCULATE(SUM(Hovedbok[Amount]),
            Filter(Hovedbok,Hovedbok[AccountNo]>=4040),
            Filter(Hovedbok,Hovedbok[AccountNo]<=4048))
 
Hovedbok = ledger
 
 
Fredrikwahl_0-1677696240337.png

 

 

These are again related to a project-table. 

6 REPLIES 6
andhiii079845
Solution Sage
Solution Sage

Do you try a ALL() or ALLEXCEPT() ? 





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Padycosmos
Solution Sage
Solution Sage

Please try the following:

Cost carparts =
CALCULATE(SUM(Hovedbok[Amount]),
            Filter(Hovedbok,Hovedbok[AccountNo]>=4040 && Hovedbok[AccountNo]<=4048))

Okay, you can filter your measures via date table:

- Revenue january 2023

- Cost all time 

But the third measure do not use the filter, because of the missing relationship? 





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andhiii079845
Solution Sage
Solution Sage

I try to understand the problem. Do you mean that you filter a period of time, items in this time frame generate cost and revenue but the items were bought before. ? Sorry i did not understand it. Can you show a good example and also your underlaying data? 





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In our business we order the carparts serveral periods before we invoice the part.

Hi!

 

The calculation that shows revenue carparts is as follows;

Salg deler =

//Inntekter
VAR P1 = CALCULATE(SUM(hovedbok[Amount]),
            Filter(Hovedbok,Hovedbok[AccountNo]=3001))

Var P2 = CALCULATE(SUM(Hovedbok[Amount]),
            FILTER(Hovedbok,Hovedbok[AccountNo]=3004))

Return
-(P1)-(P2)
 
The calculation that shows cost carparts is as above. 
 
I have serveral slicers, years and months as shown above in the picture. 
 
The problem is that I want to show the profit on these projects over a period selected from the slicer. That means that i want to show the revenue carparts, for example january 2023. But when i choose that period I also get the cost from january 2023 aswell, and the cost may originate from for example desember 2022. That means that the cost-calcuted has to be independent from the slicer. 

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