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questionac's avatar
questionac
New Member
1 year ago
Solved

DAX formula / matrix / date

In the matrix table:

  • Rows: Department (selected through the slicer)
  • Columns: Year and month (selected through the slicer)
  • Values: The sales for the selected year and month, as well as the sales for the same month in the previous year.

The DAX function is written as follows, but it does not work correctly. Where should I make corrections?

 

dax
Total Revenue Pre = CALCULATE( SUM('MMSOpptunities'[Current Revenue]), FILTER( ALL('MMSOpptunities'), 'MMSOpptunities'[fiscalyear] = SELECTEDVALUE('MMSOpptunities'[fiscalyear]) - 1 && 'MMSOpptunities'[fiscalquarter] = SELECTEDVALUE('MMSOpptunities'[fiscalquarter]) && 'MMSOpptunities'[fiscalmonth] = SELECTEDVALUE('MMSOpptunities'[fiscalmonth]) ) ) 

slicer
columns:fiscalyear,fiscaquarter,fiscalmonth
values:Current Revenue,Total Revenue Pre
 
 
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi, questionac 

     

    I've modeled some data to hopefully fit your situation. You can try the following formula.

     

    Total Revenue Pre = 
    CALCULATE ( SUM ('MMSOpptunities'[Current Revenue] ),
        FILTER ( ALLEXCEPT( MMSOpptunities,MMSOpptunities[fiscalquarter],MMSOpptunities[fiscalmonth]),
            [fiscalyear] = MAX(  'MMSOpptunities'[fiscalyear] ) - 1
    
    ))

     

    Is this the result you expected? If it did not solve your problem, please provide more data.

    How to provide sample data in the Power BI Forum - Microsoft Fabric Community

     

    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.

     

4 Replies

  • data↓(example)

    Current RevenueClose Date (Expected Signing or Date Won/Lost/WD)Zanken.TowerZanken.Teamfiscal-datefiscalyearfiscalquarterfiscalmonthmonthnumber
    1842022年9月29日アプリ生産管理生産管理_尾道2022/1/29 0:002022Q201月5
    1092022年9月29日アプリ生産管理生産管理_尾道2022/1/29 0:002022Q201月5
    1422022年9月29日アプリ生産管理生産管理_尾道2022/1/29 0:002022Q201月5
    1852022年9月29日アプリ生産管理生産管理_尾道2022/1/29 0:002022Q201月5
    1572022年9月29日アプリ生産管理生産管理_尾道2022/1/29 0:002022Q201月5
  • dharmendars007's avatar
    dharmendars007
    Memorable Member

    Hello questionac , 

     

    Please us the below revised measure..


    Total Revenue Pre =
    CALCULATE(
    SUM('MMSOpportunities'[Current Revenue]),
    FILTER(
    ALL('MMSOpportunities'),
    'MMSOpportunities'[fiscalyear] = SELECTEDVALUE('MMSOpportunities'[fiscalyear]) - 1 &&
    'MMSOpportunities'[fiscalmonth] = SELECTEDVALUE('MMSOpportunities'[fiscalmonth])))

     

    Key Changes:

    1. Removed fiscalquarter from the comparison since fiscalmonth is sufficient to match the period.
    2. Kept ALL to remove filters only on fiscalyear and fiscalmonth while retaining the Department filter.

     

    If you find this helpful , please mark it as solution which will be helpful for others and Your Kudos/Likes 👍 are much appreciated!

     

    Thank You

    Dharmendar S

    LinkedIN 

  • questionac 

    You can try:

    Total Revenue Pre =
    CALCULATE(
    SUM('MMSOpptunities'[Current Revenue]),
    FILTER(
    ALL('MMSOpptunities'),
    'MMSOpptunities'[fiscalyear] = MAX('MMSOpptunities'[fiscalyear]) - 1 &&
    'MMSOpptunities'[fiscalmonth] = MAX('MMSOpptunities'[fiscalmonth])
    )
    )

    💌 If this helped, a Kudos 👍 or Solution mark would be great! 🎉
    Cheers,
    Kedar
    Connect on LinkedIn

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi, questionac 

     

    I've modeled some data to hopefully fit your situation. You can try the following formula.

     

    Total Revenue Pre = 
    CALCULATE ( SUM ('MMSOpptunities'[Current Revenue] ),
        FILTER ( ALLEXCEPT( MMSOpptunities,MMSOpptunities[fiscalquarter],MMSOpptunities[fiscalmonth]),
            [fiscalyear] = MAX(  'MMSOpptunities'[fiscalyear] ) - 1
    
    ))

     

    Is this the result you expected? If it did not solve your problem, please provide more data.

    How to provide sample data in the Power BI Forum - Microsoft Fabric Community

     

    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.