Forum Discussion
Cumulative time slicer calc
I need to calculate the cumulative interest of an investment over various months/ years, which instead of in the Excel source data is predefined and set from the beginning of the investment period, should reset based on the timeline slicer date range chosen.
- The Excel clip represents the initial source data loaded into PBI, which commences 04/05/2015
- If I change the slicer in PBI to 23/02/2017 - 31/12/2019 it gives me the cumulative interest from 04/05/2015, but I would like to see what the cumulative interest will be for the period selected, instead of the total period.
- To further add to the complexity I would like to add a monthly deposit to the investment, which should be used to calculate that particular month's interest ...cumulatively over time.
I gather I can do this with DAX filters and/ or variables somehow, but need guidance as to how to do it, please.
Hey Adriaan,
sorry for the delay, I had to take care of some urgent family affairs, but nevertheless, here is my solution
As you can see, the subtotal does not show what one would expect. This can be treated by a simple IF(HASONEVALUE('DimDate'[DateValue]), thecalculation, BLANK()) or by a more complex adoption of the calcualtion itself.
The basic idea behind this solution is depicted in your Excel file (sheet: Investment), your Excel file and the pbix areThe solution makes use of nested TableIterator SUMX(table, PRODUCTX(table, expression)*sum('Investment'[Investment])...) and the always mind-boggling EARLIER(...)
I will explain this solution in much more detail, in the next days on my blog and will post the link to my blog.
I have to admit that was not the easiest one :-)
Hope this helps
Tom
10 Replies
- TomMartens
Super User
Hey Adriaan,
not sure if I understand correctly, but I assume you have to use something similar like this DAX-statetment
factcum_allselected = CALCULATE(sum('Facts'[fact]);filter(ALLSELECTED('Dates'[date]);'Dates'[date] <= max('Dates'[date])))This creates the following output:
You can find a little pbix-file here:
https://www.dropbox.com/sh/aj1le57q74zmcuh/AACkRZoNlnYiI-QS1FgFzTlNa?dl=0
Please be aware that the usage of a dedicated table reflecting the time dimension is almost mandatory.
Hope this helps
Tom
Hi Tom, that definitely helps, thank you.
I've been able to get the applicable interest for the selected period by:
Cumulative 2 = CALCULATE (
SUM ( Investment[Investment] ),
FILTER (
ALLSELECTED(DimDate),
DimDate[DateValue] <= MAX ( DimDate[DateValue] )
)
)What I'm not sure of is that within the non-linear table in PBI, how do I calculate the following:
1. 1 March 2017 - add R14, 875 to Invest Balance
2. Calculate interest for month @ 7%
3. Add interest to Invest Balance
4. 1 April 2017 - add R14, 875 to March's investment (R14,875) and that month's interest
5. Calculate April's interest on that total
6. Roll this calculation forward throughout the selected period range
All of the above should be applicable to only the period range selected on the date slicer.
Thanks,
Adriaan- TomMartens
Hey Adriaan,
can you please share an Excel-Sheet with sample data, I will provide a more elaborate solution the next days.
Cheers
Can someone guide me to a visual or method to create a graph/slicer like the picture below from the mobile samples?
many thanks!
