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Anonymous
Not applicable

Creating Arrows to trend values over a certain period of time

Good Morning. So i have a PBI dashboard I created (very amature) and I need some help. 

 

Vlynnpar01_0-1676913609980.png

I need to show wheather the value is up or down from the previous month. I know how to add the arrows with conditional formatting, the issue I'm running into is the calculation. I used a previous dashboard as a guide, but the formula to calculate the difference Month over month is not right. Does anyone have the syntax or guidence for how to write this so it work. Right now i currently have a measure created :

 

 

 

"

%_Count_Mom_Var = IF(CALCULATE(SUM('Carc_Rarc_Historical'[Patnum]),ALL(Dates[Date_Id]),FILTER(ALL(Dates),Dates[Date_Rank]=SELECTEDVALUE(Dates[Date_Rank])-1))=0,"", (CALCULATE(SUM('Carc_Rarc_Historical'[Patnum]))-CALCULATE(SUM('Carc_Rarc_Historical'[Patnum]),ALL(Dates[Date_Id]),FILTER(ALL(Dates),Dates[Date_Rank]=SELECTEDVALUE(Dates[Date_Rank])-1)))/CALCULATE(SUM('Carc_Rarc_Historical'[Patnum]),ALL(Dates[Date_Id]),FILTER(ALL(Dates),Dates[Date_Rank]=SELECTEDVALUE(Dates[Date_Rank])-1)))" 
 
 
and it is calculating zero for every field, so i know its wrong. I just don't know how to fix it. 
 
 
or if there is an easier way to go about this, I'd appreciate the help
1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @Anonymous 

 

You can try the following methods.

%_Count_Mom_Var = 
IF (
    CALCULATE ( SUM ( 'Carc_Rarc_Historical'[Patnum] ),
        FILTER ( ALL ( Dates ),
            Dates[Date_Rank] = SELECTEDVALUE ( Dates[Date_Rank] ) - 1
        )
    ) = 0,
    "",
    CALCULATE ( SUM ( 'Carc_Rarc_Historical'[Patnum] )
            - CALCULATE ( SUM ( 'Carc_Rarc_Historical'[Patnum] ),
                FILTER ( ALL ( Dates ),
                    Dates[Date_Rank] = SELECTEDVALUE ( Dates[Date_Rank] ) - 1
                )
            )
    )
        / CALCULATE ( SUM ( 'Carc_Rarc_Historical'[Patnum] ),
            FILTER ( ALL ( Dates ),
                Dates[Date_Rank] = SELECTEDVALUE ( Dates[Date_Rank] ) - 1
            )
        )
)

vzhangti_0-1677050917962.png

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.

 

View solution in original post

1 REPLY 1
v-zhangti
Community Support
Community Support

Hi, @Anonymous 

 

You can try the following methods.

%_Count_Mom_Var = 
IF (
    CALCULATE ( SUM ( 'Carc_Rarc_Historical'[Patnum] ),
        FILTER ( ALL ( Dates ),
            Dates[Date_Rank] = SELECTEDVALUE ( Dates[Date_Rank] ) - 1
        )
    ) = 0,
    "",
    CALCULATE ( SUM ( 'Carc_Rarc_Historical'[Patnum] )
            - CALCULATE ( SUM ( 'Carc_Rarc_Historical'[Patnum] ),
                FILTER ( ALL ( Dates ),
                    Dates[Date_Rank] = SELECTEDVALUE ( Dates[Date_Rank] ) - 1
                )
            )
    )
        / CALCULATE ( SUM ( 'Carc_Rarc_Historical'[Patnum] ),
            FILTER ( ALL ( Dates ),
                Dates[Date_Rank] = SELECTEDVALUE ( Dates[Date_Rank] ) - 1
            )
        )
)

vzhangti_0-1677050917962.png

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.

 

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