Difference in total and relative; also for cumulative figures

[Orstenpowers]

Dear all,

Based on Nate Chamberlain’s “DataKey” I prepared the below visual for which I used the following data:

“DateKey”[Month]

“DateKey”[Month]

“Data”[AmountEUR]

Is it possible to leave the column “Gesamt”?

Now I do need further measures and don’t know how to handle.

1. Instead of Gesamt I would like to see difference (total and relative) between 2020 and 2021 by month.
2. Cumulative figures
3. Difference (total and relative) between 2020 and 2021 for the cumulative figures

I think for the specialists our there this is very easy, but I do not get it. Even when trying to adapt posted solutions, I do not get it worked…

[v-angzheng-msft · Accepted solution]

Hi, @Orstenpowers 

To create a measure like this:

_total = 
var _21=    
CALCULATE (
        SUM ( [value] ),
        FILTER ( ALLEXCEPT ( 'Table', 'Table'[MMM] ), [Year] = 2021 )
    )
var _20=
CALCULATE (
            SUM ( [value] ),
            FILTER ( ALLEXCEPT ( 'Table', 'Table'[MMM] ), [Year] = 2020 )
        )
return 
IF (
    ISINSCOPE ( 'Table'[Year] ),
    SUM ( [value] ),
    IF(ISBLANK(_21),_20,_21-_20)
)

Cumulative figures:

Cumulative figures = 
var _c21=    
    CALCULATE(SUM('Table'[value]),FILTER(ALL('Table'),'Table'[Year]=2021&&'Table'[Date]<=MAX('Table'[Date])))
var _c20=
    CALCULATE(SUM('Table'[value]),FILTER(ALL('Table'),'Table'[Year]=2020&&MONTH('Table'[Date])<=MONTH(MAX('Table'[Date]))))
var _cumulative=
    CALCULATE(SUM('Table'[value]),FILTER(ALL('Table'),'Table'[Year]=MAX('Table'[Year])&&'Table'[Date]<=MAX('Table'[Date])))
var _21=    
    CALCULATE (SUM ( [value] ),FILTER ( ALLEXCEPT ( 'Table', 'Table'[MMM] ), [Year] = 2021 ))
var _20=
    CALCULATE (SUM ( [value] ),FILTER ( ALLEXCEPT ( 'Table', 'Table'[MMM] ), [Year] = 2020 ))
return 
IF (
    ISINSCOPE ( 'Table'[Year] ),
    _cumulative,
    IF(HASONEVALUE('Table'[MMM]),IF(ISBLANK(_21),BLANK(),_c21-_c20),_21-_20)
)

Sample:

Result:

Please refer to the attachment below for details. Hope this helps.

Best Regards,
Community Support Team _ Zeon Zheng

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

[amitchandak]

@Orstenpowers , you have to use isinscope to switch total with diff ,

refer My example, I have used date table and time intelligence

Diff = if(not(isinscope(Date[Year])), SUM(Sales[Sales Amount]) - Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year)) ,SUM(Sales[Sales Amount]))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

[Orstenpowers]

@amitchandak 

Thanks for your feedback!
What do you mean with "My example"? 🤔

The formula you mentioned, this is a measure?