Distinct Count with Cumulative Measure filter

[quarterpenny]

Trying to get a distinct count of category per year, but only where the cumulative value up to the end of the year is NOT zero. See data below.

e.g the distinct count of Category at the end of 2013 is 2 (Category A and C), 1 for end 2014 (Category C) and 2 for end 2015 (Category C and D)

Have tried CALCULATE with FILTER but to no avail. Any help appreciated!

Thanks!

Date	Value	Category
01/02/2013	1000	A
01/02/2013	50	C
01/06/2013	-500	A
01/09/2013	-200	A
01/11/2013	-200	A
01/02/2014	15	C
01/06/2014	-100	A
01/06/2015	50	B
01/09/2015	25	B
01/09/2015	50	D
01/12/2015	-75	B
01/12/2015	100	D

[v-juanli-msft]

Hi @quarterpenny 

Modify with this

create a column

year = YEAR(Sheet1[Date])

create measures

Measure = CALCULATE(MAX(Sheet1[Date]),FILTER(ALLEXCEPT(Sheet1,Sheet1[Category]),Sheet1[year]=MAX(Sheet1[year])))

Measure 2 = CALCULATE(SUM(Sheet1[Value]),FILTER(ALLEXCEPT(Sheet1,Sheet1[Category]),Sheet1[Date]<=MAX(Sheet1[Date])&&Sheet1[Date]<=[Measure]))

Measure 3 = SUMX(FILTER(ALLEXCEPT(Sheet1,Sheet1[Category]),Sheet1[year]=MAX(Sheet1[year])&&Sheet1[Date]=[Measure]),[Measure 2])

Measure 4 = CALCULATE(DISTINCTCOUNT(Sheet1[Category]),FILTER(ALL(Sheet1),Sheet1[year]<=MAX(Sheet1[year])))

Measure 5 = CALCULATE(DISTINCTCOUNT(Sheet1[Category]),FILTER(ALL(Sheet1),Sheet1[year]<=MAX(Sheet1[year])&&[Measure 3]=0))

Measure 6 = [Measure 4]-[Measure 5]

Best Regards

Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-juanli-msft]

Hi @quarterpenny 

Create a calculated column

year = YEAR([Date])

create measures

Measure =
CALCULATE (
    SUM ( Sheet8[Value] ),
    FILTER (
        ALLEXCEPT ( Sheet8, Sheet8[Category] ),
        Sheet8[Date] <= MAX ( Sheet8[Date] )
    )
)

Measure 2 =
CALCULATE (
    DISTINCTCOUNT ( Sheet8[Category] ),
    FILTER ( ALL ( Sheet8 ), [year] = MAX ( Sheet8[year] ) && [Measure] <> 0 )
)

Best Regards

Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[quarterpenny]

Hi Thanks but this doesn't seem correct.........for YTD 2015 the count might be correct but it seems to be referring to Categories B and D, rather than C and D?