Daily and non daily data

[RMV]

Hi,

I need to make a comparison on 2 tables, one contains of daily data and another one containes non-daily data.

These are the tables:

1. Location Guarantee Table

Location	Version	Status	Start Date	End Date	Guarantee per month
Location A	3	Active	1/1/2019	8/31/2019	100
Location A	2	Not Active	6/1/2018	12/31/2018	90
Location A	1	Not Active	1/1/2018	5/31/2018	95
Location B	2	Active	1/15/2019	12/31/2019	90
Location B	1	Not Active	10/1/2018	1/14/2019	100

2. Daily production Table

Date	Location	Production
1/3/2019	Location A	5
1/2/2019	Location A	1
1/1/2019	Location A	1
12/31/2018	Location A	2
12/30/2018	Location A	3
1/16/2019	Location B	3
1/15/2019	Location B	2
1/14/2019	Location B	3
1/13/2019	Location B	1

What I'm looking for is the total of production in a month to be compared with the guarantee (per month).

As you may aware that the guarantee data in Table 1 can be differ within a month, just to make it simple, I'm good to use the guarantee number in the first date of the respective month.

The table below is the illustration of the calculation

Month	Location	Total Production (per month)	Guarantee (per month)	Delta
2019-01	Location A	105	100	5
2018-12	Location A	88	90	-2
2019-01	Location B	82	100	-18

I have a separate table for Date and Location, which I expect to use in the graph.

Thus, I need to get how the total production of each month, the right guarantee for each month and difference between both.

Please kindly help.

[dax]

Hi RMV,

I am not clear about logic of calculation, so if possible, coud you please explain this to me more details?

How did you calculate Total Production, sum monthly based on daily table? Why only 2A and B location in Table, how did you choose this? I need to understand your logic, then I will help you more correctly.

Best Regards,
Zoe Zhi

[RMV]

Hi Zoe,

Yes, that's right. It is a sum of production for each Location each month from the Daily Table.

Location A has total production = 105 in January 2019 (2019-01), and 88 in December 2018 (2018-12).

While Location B has total production = 82 in January 2019 (2019-01).

Daily Table only shows the illustration of the data structure, and not intended to show all data (to make it short) 

So, if Location B apparently has production in December 2018 and/or moving forward, the result is expected to have the sum of production in each respective month for Location B. This is to be applied for Location A as well.

Regards,

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[RMV]

Hi @Ashish_Mathur,

If I understand correctly from your file, Table Location Guarantee is expanded to each day by adding a Custom Column in Query Editor. Just wondering, is there an alternative to use DAX formula for this same purpose?

Thanks,

[Ashish_Mathur]

Not that i am aware of.

[RMV]

@Ashish_Mathur , thanks for the help. 

[Ashish_Mathur]

You are welcome.