Forum Discussion

jamuka's avatar
jamuka
Helper IV
3 years ago
Solved

Find Top - Bottom Performers

Hello all,

 

I'd like to show top - bottom brands, based on

 

  • margin % of last 4 weeks sales


Margin % Last 28 Days Sales =
CALCULATE ( [Total Margin %],
    DATESINPERIOD ( 'Sales'[Sales Date],
        LASTDATE ( 'Sales'[Sales Date] ), -28, DAY )) 

 

  • and brand's share in related category


Margin Share Watch=

VAR MarginAmount28Days =
    CALCULATE ( [Total Margin Amount],
        DATESINPERIOD ( 'Sales'[Sales Date],
            LASTDATE ( 'Sales'[Sales Date] ), -28, DAY ))

 

VAR MarginAmountWatch =
    CALCULATE ( [Margin Amount Last 28 Days Sales],
        KEEPFILTERS ( 'Sales'[Category] = "Watch" ),
        ALL ( 'Product'[Brand Name]))

 

VAR Result = MarginAmount28Days / MarginAmountWatch
RETURN
    Result


But instead of showing figures for last 4 weeks, it shows last 4 week of related brand.

e.g my last sales date is 25 September so it should calculate dates between August 29 - September 25,  

but if a brand's last sale date was September 20, calculation was between  August 24 - September 20 which is wrong.

 

I believe I have to update my DATESINPERIOD formula in "Margin % Last 28 Days Sales", I tried to add a Variable to get MAX Date of Sales Table but couldn't write a correct measure.

 

How should I add Max Date to my formula?

 

edit: I added a sample file. 

 

thanks in advance, regards

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  • jamuka's avatar
    jamuka
    3 years ago

    I found the solution from another post calculating sum for max date. 

     

    Instead of using LASTDATE in my formula to find latest date in Sales Table I used MAX. 

     

    original code

    Margin % Last 28 Days Sales = 
CALCULATE (
    [Total Margin %],
    DATESINPERIOD ( 'Sales Report'[Sales Date], LASTDATE ( 'Sales Report'[Sales Date] ), -28, DAY )
)

     

    updated code

    Margin % Last 28 Days Sales_V2 = 
VAR LatestDate = 
CALCULATE(MAX('Sales Report'[Sales Date]), 
ALL('Sales Report'))
Return
CALCULATE (
    [Total Margin %],
    DATESINPERIOD ( 'Date'[Date], LatestDate, -28, DAY )
)

     

3 Replies

  • v-henryk-mstf's avatar
    v-henryk-mstf
    Community Support
    3 years ago

    Hi jamuka ,

     

    Maybe you can try DATESBETWEEN function. Such like below:

    sumOf_date = 
CALCULATE (
    SUM ( 'Table'[Value] ),
    DATESBETWEEN ( 'Table'[Date], DATE ( 2022, 9, 25 ), TODAY() )
)

     

    If the problem is still not resolved, please provide detailed error information and test data. Looking forward to your reply.


    Best Regards,
    Henry


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

    • jamuka's avatar
      jamuka
      Helper IV
      3 years ago

      hello v-henryk-mstf,

       

      thank you for you reply.

      I don't want to add static date to my measure because that means I have to change it every time.

      Which at the moment I did by filtering my visual via date filter. I attached a sample file to my post.

       

      kind regards

  • jamuka's avatar
    jamuka
    Helper IV
    3 years ago

    I found the solution from another post calculating sum for max date. 

     

    Instead of using LASTDATE in my formula to find latest date in Sales Table I used MAX. 

     

    original code

    Margin % Last 28 Days Sales = 
CALCULATE (
    [Total Margin %],
    DATESINPERIOD ( 'Sales Report'[Sales Date], LASTDATE ( 'Sales Report'[Sales Date] ), -28, DAY )
)

     

    updated code

    Margin % Last 28 Days Sales_V2 = 
VAR LatestDate = 
CALCULATE(MAX('Sales Report'[Sales Date]), 
ALL('Sales Report'))
Return
CALCULATE (
    [Total Margin %],
    DATESINPERIOD ( 'Date'[Date], LatestDate, -28, DAY )
)