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Sir_night's avatar
Sir_night
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9 years ago
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Combining Dynamic Query Parameters and Append Queries

Ive been asked to creat a report that allows the user to compare performace against any months i.e Jan 2014 Vs Feb 2017   i've created a two identical tables with the data in and two Dynamic Querys...
  • dearwatson's avatar
    9 years ago

    Hi Sir Night,

     

    You probably don't need two data tables for this comparison. You could acheive this with two DAX measures and two disconnected calendar tables, in fact you could have one calendar and just use the min and max values to determine the period if you wanted but I'll show you the 2 calendar method for the example.

     

    I have 2 Calendars: Period1 and Period2

    I have one Data table with Sales data called "DataTable" - there is a common [datekey] in the tables but no links, no relationships.

     

    First create a measure which calculates the SUM of the Sales for Period1

    P1 Sales  = CALCULATE(SUM(Data_Table[Sales]),FILTER(Data_Table, Data_Table[datekey]<=LASTDATE(Period1[datekey]) && Data_Table[datekey]>=FIRSTDATE(Period1[datekey]))))

     

    Now the same pattern for Period 2 sales:

    P2 Sales = CALCULATE(SUM(Data_Table[Sales]),FILTER(Data_Table, Data_Table[datekey]<=LASTDATE(Period2[datekey]) && Data_Table[datekey]>=FIRSTDATE(Period2[datekey]))))

     

    so if you drag the two calendars onto the report as slicers you should be able to select any period (day, month, week etc) to compare sales numbers

     

    you could also create a measure like

    Variance = DIVIDE([P1 Sales]-[P2 Sales],[P1 Sales],0) to give you % variance or whatever you need.

     

    note I didn't check the syntax on the measures but they should be close:

    some reference blogs:

    http://excel-and-analytics.blogspot.com.au/2016/02/count-active-contracts-betweenstartdate.html

    http://www.daxpatterns.com/budget-patterns/

     

    Cheers

    Greg