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Aravind_Kumar's avatar
Aravind_Kumar
Frequent Visitor
3 years ago
Solved

Compare Weekly vs Monthly

Hi All : I am filtering week based on (Week num) Calculation and based on selected week previous 3 weeks are displayed in the matrix.

So i bring 4 weeks of actual data but want to compare the last week selected vs budget for that month. 

 

Below are 3 different examples of matrix movement. 

How to group or keep budget at month to compare for actuals are weekly ? Thank you for input.

 

Matrix is as below:

Week 4Week 3Week 2Week 1Budget
Monthly
Variance (Budget Monthly vs Week 4)
40038041040042525
     (400 - 425 )
      
      
Week 5Week 4Week 3Week 2Budget
Monthly
Variance (Budget Monthly vs Week 5)
41040038041042515
     (410-425)
      
Week 6Week 5Week 4Week 3Budget
Monthly
Variance (Budget Monthly vs Week 6)
39041040038040010
     (390-400)
  • Aravind_Kumar , Try if this month and this week(Based on Rank) Can help

     

    Have these new columns in Date Table, Week Rank is Important in Date/Week Table

    Week Rank = RANKX(all('Date'),'Date'[Week Start date],,ASC,Dense)
    OR
    Week Rank = RANKX(all('Date'),'Date'[Year Week],,ASC,Dense) //YYYYWW format

     

    These measures can help
    This Week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]=max('Date'[Week Rank])))
    Last Week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]=max('Date'[Week Rank])-1))

     

     

    MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
    last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
    last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))

     

    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

  • Hi, Aravind_Kumar 

     

    You can try the following methods.

    Slicer = VALUES('Table'[Week])
    Measure = 
    IF ( SELECTEDVALUE ( 'Table'[Week] ) >= SELECTEDVALUE ( Slicer[Week] ) - 3
            && SELECTEDVALUE ( 'Table'[Week] ) <= SELECTEDVALUE ( Slicer[Week] ),
        1,
        0
    )
    Variance = 
    Var _N1=CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[Week]=SELECTEDVALUE(Slicer[Week])))
    Var _N2=CALCULATE(SUM('Table'[BudgetMonthly]),FILTER(ALL('Table'),[Week]=SELECTEDVALUE(Slicer[Week])))
    Return
    _N2-_N1
    Result = IF(ISINSCOPE('Table'[Week]),SUM('Table'[Value]),[Variance])

    Is this the result you expect?

     

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • v-zhangti's avatar
    v-zhangti
    Community Support

    Hi, Aravind_Kumar 

     

    You can try the following methods.

    Slicer = VALUES('Table'[Week])
    Measure = 
    IF ( SELECTEDVALUE ( 'Table'[Week] ) >= SELECTEDVALUE ( Slicer[Week] ) - 3
            && SELECTEDVALUE ( 'Table'[Week] ) <= SELECTEDVALUE ( Slicer[Week] ),
        1,
        0
    )
    Variance = 
    Var _N1=CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[Week]=SELECTEDVALUE(Slicer[Week])))
    Var _N2=CALCULATE(SUM('Table'[BudgetMonthly]),FILTER(ALL('Table'),[Week]=SELECTEDVALUE(Slicer[Week])))
    Return
    _N2-_N1
    Result = IF(ISINSCOPE('Table'[Week]),SUM('Table'[Value]),[Variance])

    Is this the result you expect?

     

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Aravind_Kumar , Try if this month and this week(Based on Rank) Can help

     

    Have these new columns in Date Table, Week Rank is Important in Date/Week Table

    Week Rank = RANKX(all('Date'),'Date'[Week Start date],,ASC,Dense)
    OR
    Week Rank = RANKX(all('Date'),'Date'[Year Week],,ASC,Dense) //YYYYWW format

     

    These measures can help
    This Week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]=max('Date'[Week Rank])))
    Last Week = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]=max('Date'[Week Rank])-1))

     

     

    MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
    last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
    last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))

     

    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