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Sut_Datanaut
Helper II
Helper II

% Change over Month by customer

Hey All, 

 

I have a table that essentially looks like below. I want to make a slicer for the app column that sees % change of all customers that roll up to that application. In order to do this, I need it to be in the source table. 

 

Account NumberAccount NameRevenueMonth DateApplication
123ACME1231/1/2023App 1
123ACME12351/1/2023App 2
123ACME6532/1/2023App 1
123ACME56343/1/2023App 1
123ACME56434/1/2023App 1
123ACME57654/1/2023App 2
123ACME658555/1/2023App 2
321Google231/1/2023App 1
321Google231/1/2023App 2
321Google43432/1/2023App 2
321Google4343/1/2023App 2
321Google5644/1/2023App 2

 

Every quick measure or dateadd based measure I have tried does not work for this. 

 

Thanks,

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Sut_Datanaut ,

I created a sample pbix file(see the attachment), please check if that is what you want.

% change of revenue = 
VAR _account =
    SELECTEDVALUE ( 'Table'[Account Name] )
VAR _part =
    CALCULATE (
        SUM ( 'Table'[Revenue] ),
        FILTER (
            ALLSELECTED ( 'Table' ),
            'Table'[Account Name] = _account
                && 'Table'[Month Date] <= SELECTEDVALUE ( 'Table'[Month Date] )
        )
    )
VAR _all =
    CALCULATE ( SUM ( 'Table'[Revenue] ), ALLSELECTED ( 'Table' ) )
RETURN
    DIVIDE ( _part, _all )

vyiruanmsft_1-1699341045150.png

Best Regards

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@Sut_Datanaut , Join the date of your table with the date of the date table

 

and try measures like

 

Month behind Sales = CALCULATE(Count(Table[Account Name]),dateadd('Date'[Date],-1,month))

 

MTD = CALCULATE(Count(Table[Account Name]),DATESMTD('Date'[Date]))
last MTD = CALCULATE(Count(Table[Account Name]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

 

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

 

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does it have to reference another date table? Or can I use the dates on the fact table. 

 

Also, I want to get % change of revenue, not count of customers. 

 

Thanks

Anonymous
Not applicable

Hi @Sut_Datanaut ,

I created a sample pbix file(see the attachment), please check if that is what you want.

% change of revenue = 
VAR _account =
    SELECTEDVALUE ( 'Table'[Account Name] )
VAR _part =
    CALCULATE (
        SUM ( 'Table'[Revenue] ),
        FILTER (
            ALLSELECTED ( 'Table' ),
            'Table'[Account Name] = _account
                && 'Table'[Month Date] <= SELECTEDVALUE ( 'Table'[Month Date] )
        )
    )
VAR _all =
    CALCULATE ( SUM ( 'Table'[Revenue] ), ALLSELECTED ( 'Table' ) )
RETURN
    DIVIDE ( _part, _all )

vyiruanmsft_1-1699341045150.png

Best Regards

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