Filter Function Help

[jsadams]

Hello,

I'm in the process of trying to pull before and after construction information. I'm struggling to connect my table of construction dates to the time intelligence functions. I believe using the "filter related" is the correct place to start, but had a few questions on how it functions and how I can make use of this combination.

I have 3 tables, one date key table, one construction info table that has [ID],[construction start],[construction end]. Also the transaction table with [id],[transaction date],[visitors],[revenue].

I have no issue creating the relationships between the tables, the problem is getting the formula to look for the construction start/end date and summing up visitors based on time intelligence functions. Understand that the construction info table has multiple ID's and multiple const/open dates.

 I believe I would filter my transactions table and relate that to the construction info table, but how would I include time intelligence functions to give multiple breakouts?

Best,

JA

[Anonymous]

Might need a small pic of your model showing the relationships.  Are the construction/transaction tables related by ID, with construction id a unique value?

[jsadams]

transaction table:

ID	transaction date	time segment	room number	visitors	revenue
4652	1/1/2010	Morning	1	1	$             7.50
7854	1/2/2010	Afternoon	2	5	$         37.50
9635	1/3/2010	Before Noon	3	4	$         30.00
7845	1/4/2010	Morning	4	6	$         45.00

construction table

ID	Construction Start	Construction End
4652	1/1/2010	3/15/2010
7854	8/5/2011	12/7/2011
9635	9/7/2011	1/1/2012

Date key table

Date	Year	Month	Week	Day
1/1/2010	2010	1	1	5
1/2/2010	2010	1	1	6
1/3/2010	2010	1	1	7

Tables are linked together by unique Building ID and I also linked everything to the Date table (in hopes of being able to manipulate views/cuts of data later).

[Anonymous]

Ya, you will have an easy time w/ filtering transactions by date, and filtering transactions by construction... but you have an issue w/ your calendar table relating to construction table... since there are 2 dates.

If you make a relationship between your calendar table and construction on Construct Start... then filtering to June 2010 is going to show ONLY construction that STARTED in June, which is... maybe not what you want?

Let's talk about a specific measure to make this easier?  Like... you want... revenue year to date, broken out by construction?

[jsadams]

I could make the construction 2 different tables. That would be an easy enough thing to do. What I'm trying to show is total revenue 12 months before construction starts, revenue 12 months after construction ends...and ideally any number of quarters, months etc. So the apples to apples comparison wouldn't be in individual months/years, but instead be based on number of days before or after construction started.

"1 year after renovations were completed, location 1 had x revenue, while location 2 had y revenue after it's remodel (that ended at a completely different time)."

"location 1 construction ended 1/1/2010, in 6 months it made $x. In the same 6 months before construction started location 1 made $y."....basically looking at the effectiveness of construction....

Thank you so much for the help!

[Anonymous]

I can imagine various ways of creating multiple relationships between the same tables, then using USERELATIONSHIP to "activate" the relationship you need... but I dunno, I can't decide if that is a good or bad idea.   Maybe somebody else has an opinion 🙂

Let's pretend both date columns in your construction table don't have any relationships.

Revenue - Year After Construction Ends := CALCULATE( SUM(Transactions[Revenue]), FILTER(ALL(Transactions[Date]), Transactions[Id]), Transactions[Date] > MAX(Construction[EndDate]) && Transactions[Date] <= MAX(Construction[EndDate]) + 365 ) )

Give me sum of revenue, but only for those transactions with a date starting at end of construction, and ending after 1 year... 

That ... works in a weird way when looking at multiple constructions... (uses the max ending date of any of the constructions), so you probably want to wrap that in a SUMX to iterate over all the constructions... one at a time, adding their revenue together.

Revenue - Year After Construction Ends := SUMX(Construction, CALCULATE( SUM(Transactions[Revenue]), FILTER(ALL(Transactions[Date]), Transactions[Id]), Transactions[Date] > MAX(Construction[EndDate]) && Transactions[Date] <= MAX(Construction[EndDate]) + 365 ) ) )

I could imagine that... doing something... 🙂

[jsadams]

Thanks for the help so far, but that didn't seem to work. Scrounging the forums/old questions I've asked. I thought the below formula would potentially be helpful, but it also didn't seem to give me the same number if I were to sumifs in excel.

Pre ATT = calculate(SUM(Master_table[visitors]),FILTER(Master_table,ABS((YEAR(Master_table[transaction date])*12+MONTH(Master_table[transaction date]))-YEAR(RELATED(Table1[construction date]))*12+MONTH(RELATED(Table1[construction date])))<=12))

Would applying the sumx around this potentially produce the solution I was looking for to make sure the calculation went through each row? (thanks for that tip btw).

[v-shex-msft]

HI @jsadams,

>>Would applying the sumx around this potentially produce the solution I was looking for to make sure the calculation went through each row? (thanks for that tip btw).

Yes, sumx function will calculate through whole table which defined in the table expression.

BTW, if the calculated expression not suitable for the defined table, it will return the static value.

Regards,

Xiaoxin Sheng