Forum Discussion

jmeccles's avatar
jmeccles
Helper I
9 years ago
Solved

Dynamic Measure Values Based on Slicer Selection with Options that are Not Connected to the Data

Hi there, Everyone!

 

So, I have a spreadsheet with sales values as shown below:

 

[Sales]

Account No.

Sales Date

Sales Year

Sales Amount

Branch

Department

Invoice Number

AA0012

1-Jan-15

2015

$23,043,223.99

B1

R&D

30001

AD5013

3-Mar-15

2015

$46,378,292.21

B2

Personnel

30002

AA0577

7-Jul-15

2015

$3,668,282.67

B1

R&D

30003

AA0015

3-Feb-16

2016

$44,988,324.97

B4

R&D

30004

AS7672

8-Aug-16

2016

$200,192,927.00

B3

Engineering

30005

AQ5452

12-Dec-16

2016

$32,434,553.00

B1

Personnel

30006

AB6627

4-Apr-17

2017

$34,546,411.00

B1

Engineering

30007

AD5013

11-Aug-17

2017

$465,476,575.00

B3

Engineering

30008

 

 

Now, to account for inflation over the years, I require a measure (let's call it "SuMm") which can switch between two (2) options from a slicer, i.e. Unadjusted, Adjusted, using data from another table as shown below to get the sum of the "Sales Amount" column either adjusted or unadjusted for corresponding transactions' years:

 

[Adjustment Rates]

Year

Nominal Rate

2000

4.11

2001

4.20

2002

4.43

2003

4.60

2004

4.82

2005

5.00

2006

5.20

2007

5.40

2008

5.60

2009

5.80

2010

6.00

2011

6.20

2012

6.70

2013

6.60

2014

6.80

2015

7.00

2016

7.20

2017

7.40

2018

7.33

2019

6.90

 

For example, if choose "Adjusted", the measure would have the following arithmetic breakdown for the example above:

SuMm = ( 23043223.99 / 7.00 )+ ( 46378292.21 / 7.00 ) + ( 3668282.67 / 7.00 ) + ( 44988324.97 / 7.20 ) + ( 200192927 / 7.20 ) + ( 32434553 / 7.20 ) + ( 34546411 / 7.40 ) + ( 465476575 / 7.40 )

 

If I choose "Unadjusted" instead, SuMm would be the regular sum, i.e. "SUM( 'Sales'[Sales Amount] )".

Could you please help me out? Is such a method possible and if it is, how would you go about creating it?

Thanks in advance!

 

Need Help
  • Vvelarde's avatar
    Vvelarde
    9 years ago

    jmeccles

     

    Hi, Try with this:

     

    1. Create a calculated column in Sales Table:

     

    SalesAmountWAdjustment =
DIVIDE (
    Sales[Sales Amount],
    LOOKUPVALUE (
        'Adjustment Rates'[Nominal Rate],
        'Adjustment Rates'[Year], Sales[Sales Year]
    )
)

     

    2. Create a New Table --Using Enter Data

     

     

    3. Insert a Slicer Visual With Options Field

     

    4. Finally Create a Measure :

     

    Measure =
IF (
    SELECTEDVALUE ( Options[Options] ) = "Adjusted",
    SUM ( Sales[SalesAmountWAdjustment] ),
    SUM ( Sales[Sales Amount] )
)

     

    5. Insert this measure in a Card Visual or another that you desire.

     

     

    Regards

     

    Victor

    Lima - Peru

4 Replies

  • Vvelarde's avatar
    Vvelarde
    Community Champion
    9 years ago

    jmeccles

     

    Hi, Try with this:

     

    1. Create a calculated column in Sales Table:

     

    SalesAmountWAdjustment =
DIVIDE (
    Sales[Sales Amount],
    LOOKUPVALUE (
        'Adjustment Rates'[Nominal Rate],
        'Adjustment Rates'[Year], Sales[Sales Year]
    )
)

     

    2. Create a New Table --Using Enter Data

     

     

    3. Insert a Slicer Visual With Options Field

     

    4. Finally Create a Measure :

     

    Measure =
IF (
    SELECTEDVALUE ( Options[Options] ) = "Adjusted",
    SUM ( Sales[SalesAmountWAdjustment] ),
    SUM ( Sales[Sales Amount] )
)

     

    5. Insert this measure in a Card Visual or another that you desire.

     

     

    Regards

     

    Victor

    Lima - Peru

    • jmeccles's avatar
      jmeccles
      Helper I
      9 years ago

      This totally works for me!

      Thank you very much, Victor.

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Hi,

     

    Does anyone have any advice on how to develop a measure that runs from many slicers, with each slicer having more than 10+filters?

    I have attached an image where I would like to know the total count based on the customer, location, property type, type of customer, cost category selected in the multiple slicers. Also the option where if nothing is selected on the slicer, then it just counts all cells.

    In the solution above, the filter in the slicer is written in the measure. Unfortunately that does not work for me, because in reality I have a load more options than the few in the image, so want to avoid writing these filters in the formula.

     

    Hope this makes sense! Any help will be much appreciated.

     

    Thanks

     

     

  • theov's avatar
    theov
    Advocate III
    4 years ago

    You can create a parameter hosting the options with datatable, no need for relationship with other tables. Have your measures ready for each option and then use SWITCH and SELECTEDVALUE together and nest your measures inside.

    This video explains it in two ways thoroughly:

    https://www.youtube.com/watch?v=tljRYGz15PA