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Gabriel_Pedri's avatar
Gabriel_Pedri
Resolver I
2 years ago
Solved

Circular Dependency

I'm having a dependency issue with my DAX measures; essentially, one measure needs the other to be calculated. However, it's not related to time; I need the previous month's value of one measure to c...
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  • Gabriel_Pedri's avatar
    Gabriel_Pedri
    2 years ago

    The solution I found just below:

    Initial Cash Balance =

    VAR varNum =
    SWITCH (
    MONTH(MAX('dimCalendar'[Date])),
    1, 0,
    2, -1,
    3, -2,
    4, -3,
    5, -4,
    6, -5,
    7, -6,
    8, -7,
    9, -8,
    10, -9,
    11, -10,
    12, -11
    )

    VAR varMonth = MONTH(MAX('dimCalendar'[Date]))

    VAR varInitial =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "5 Initial Cash Balance"
    )

    // FEBRUARY
    VAR X =
    CALCULATE(
    [DefaultCase],
    DATEADD(dimCalendar[Date], varNum, MONTH)
    )

    VAR Y =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 1, MONTH)
    ) + X

    // MARCH
    VAR X1 = Y

    VAR Y1 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 2, MONTH)
    ) + X1

    // APRIL
    VAR X2 = Y1

    VAR Y2 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 3, MONTH)
    ) + X2

    // MAY
    VAR X3 = Y2

    VAR Y3 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 4, MONTH)
    ) + X3

    // JUNE
    VAR X4 = Y3

    VAR Y4 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 5, MONTH)
    ) + X4

    // JULY
    VAR X5 = Y4

    VAR Y5 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 6, MONTH)
    ) + X5

    // AUGUST
    VAR X6 = Y5

    VAR Y6 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 7, MONTH)
    ) + X6

    // SEPTEMBER
    VAR X7 = Y6

    VAR Y7 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 8, MONTH)
    ) + X7

    // OCTOBER
    VAR X8 = Y7

    VAR Y8 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 9, MONTH)
    ) + X8

    // NOVEMBER
    VAR X9 = Y8

    VAR Y9 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 10, MONTH)
    ) + X9

    // DECEMBER
    VAR X10 = Y9

    VAR Y10 =
    CALCULATE(
    [Currency Amount],
    (dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation") &&
    DATEADD(dimCalendar[Date], varNum + 11, MONTH)
    ) + X10

    VAR Result =
    SWITCH(
    varMonth,
    2, X, // If CurrentMonth is 2 (February), return X
    3, X1, // If CurrentMonth is 3 (March), return X1
    4, X2, // If CurrentMonth is 4 (April), return X2
    5, X3, // If CurrentMonth is 5 (May), return X3
    6, X4, // If CurrentMonth is 6 (June), return X4
    7, X5, // If CurrentMonth is 7 (July), return X5
    8, X6, // If CurrentMonth is 8 (August), return X6
    9, X7, // If CurrentMonth is 9 (September), return X7
    10, X8, // If CurrentMonth is 10 (October), return X8
    11, X9, // If CurrentMonth is 11 (November), return X9
    12, X10, // If CurrentMonth is 12 (December), return X10
    BLANK() // Default case
    )

    RETURN
    IF(varInitial <> 0, varInitial, Result)


    ========================================================

    Final Cash Balance =

    VAR varNum =
    SWITCH (
    MONTH(MAX('dimCalendar'[Date])),
    1, 0,
    2, -1,
    3, -2,
    4, -3,
    5, -4,
    6, -5,
    7, -6,
    8, -7,
    9, -8,
    10, -9,
    11, -10,
    12, -11
    )

    VAR varMonth = MONTH(MAX('dimCalendar'[Date]))

    VAR varInitial =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "5 Initial Cash Balance"
    )

    VAR varFinal =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "6 Final Cash Balance"
    )

    // FEBRUARY

    VAR X =
    CALCULATE(
    [DefaultCase],
    DATEADD(dimCalendar[Date], varNum, MONTH)
    )

    VAR Y =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +1, MONTH)
    ) + X

    // MARCH

    VAR X1 = Y

    VAR Y1 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +2, MONTH)
    ) + X1

    // APRIL

    VAR X2 = Y1

    VAR Y2 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +3, MONTH)
    ) + X2

    // MAY
    VAR X3 = Y2

    VAR Y3 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +4, MONTH)
    ) + X3

    // JUNE
    VAR X4 = Y3

    VAR Y4 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +5, MONTH)
    ) + X4

    // JULY
    VAR X5 = Y4

    VAR Y5 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +6, MONTH)
    ) + X5

    // AUGUST
    VAR X6 = Y5

    VAR Y6 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +7, MONTH)
    ) + X6


    // SEPTEMBER
    VAR X7 = Y6

    VAR Y7 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +8, MONTH)
    ) + X7

    // OCTOBER
    VAR X8 = Y7

    VAR Y8 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +9, MONTH)
    ) + X8

    // NOVEMBER
    VAR X9 = Y8

    VAR Y9 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +10, MONTH)
    ) + X9

    // DECEMBER
    VAR X10 = Y9

    VAR Y10 =
    CALCULATE(
    [Currency Amount],
    dimCashFlowAccount[H1] = "1 OCF - Operating [IFRS]" ||
    dimCashFlowAccount[H1] = "2 FCF - Financing" ||
    dimCashFlowAccount[H1] = "3 ICF - Investment" ||
    dimCashFlowAccount[H1] = "4 Cash Exchange Variation",
    DATEADD(dimCalendar[Date], varNum +11, MONTH)
    ) + X10

    VAR Result =
    SWITCH(
    varMonth,
    2, Y, // If CurrentMonth is 2 (February), return X
    3, Y1, // If CurrentMonth is 3 (March), return X1
    4, Y2, // If CurrentMonth is 4 (April), return X2
    5, Y3, // If CurrentMonth is 5 (May), return X3
    6, Y4, // If CurrentMonth is 6 (June), return X4
    7, Y5, // If CurrentMonth is 7 (July), return X5
    8, Y6, // If CurrentMonth is 8 (August), return X6
    9, Y7, // If CurrentMonth is 9 (September), return X7
    10, Y8, // If CurrentMonth is 10 (October), return X8
    11, Y9, // If CurrentMonth is 11 (November), return X9
    12, Y10, // If CurrentMonth is 12 (December), return X10
    BLANK() // Default case
    )

    RETURN
    IF(varInitial <> 0, varFinal, Result)


    If anyone finds a simplification of the code, I would greatly appreciate improvements and tips. Thank you very much for the community support !!!

lbendlin's avatar
lbendlin
Super User
2 years ago

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Gabriel_Pedri's avatar
Gabriel_Pedri
Resolver I
2 years ago

I accessed the link you provided me, highlighted the passage regarding authorization to share files

1) Uploading files

Especially when you have a problem with a DAX statement or the data model, it would be best to provide a pbix-file containing the sample data. You might have seen posts here in the forum where files are directly attached and have searched for the button to do exatly that. But unless you're a Microsoft employee or a super user this feature will not be available for you. Instead you have to upload your file to a cloud storage (like OneDrive, Dropbox, Google Drive or Wetransfer for example) and paste the link to that storage location in the post.

I will send you my file that contains the content via Google Drive, okay?