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Anonymous's avatar
Anonymous
Not applicable
8 years ago

Formula Help

I have this table:


 I am attempting to put together a formula that looks at the latest month for a record and calculates the sum of revenue for that month and multiply it by 12. So in this case, the latest month recorded for revenue is December 2017 which would total 71.28 (271.28-200.00) and multiplying that by 12 would give 855.36 as the projected sum going forward. How can I set this up with the assumption that going forward in each month, there will be new revenue dates and amounts when refreshed? Thanks!

 

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8 Replies

  • Zubair_Muhammad's avatar
    Zubair_Muhammad
    Community Champion
    8 years ago

    Anonymous

     

    Try this MEASURE

     

    Measure =
VAR lastmonth =
    MONTH ( LASTDATE ( Table1[Revenue_Date__c] ) )
VAR lastyear =
    YEAR ( LASTDATE ( Table1[Revenue_Date__c] ) )
RETURN
    CALCULATE (
        SUM ( Table1[Revenue_Amount__c] ),
        YEAR ( Table1[Revenue_Date__c] ) = lastyear
            && MONTH ( Table1[Revenue_Date__c] ) = lastmonth
    )
    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Zubair_Muhammad Not quite. It just matched the grand total of Revenue Column:

      • v-xjiin-msft's avatar
        v-xjiin-msft
        Solution Sage
        8 years ago

        Hi Anonymous,

         

        Zubair_Muhammad's solution should work for you.

         

        Then based on your screenshot, it seems like you are creating a calculated column not a measure. Right? Please refer to following sample, and you can find out the difference between calculated column and measure. 

         

        By the way, they are using the same expression:

         

         

        Thanks,
        Xi Jin.

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    So there is no confusion beforehand, here is a look at my setup:


     

    Account_c from Delta Account and Related_Account_c from Client Revenue were appended into a single table as the unique ID so I can work with fields from both tables. Cross filters on both tables are set to 'Both'. If I do not set these to 'Both', I don't get individual revenue for each account like I'm looking for:

    Wrong (single cross filter):

     

    Correct (Both cross filter):

    Now, to the formula. I am looking to build a formula based upon the revenue date that looks back two months from the current month, gathers the sum of revenue for that month (based on Revenue_Date_c) and multiplies that number by 12. So in plain terms since it is March, it would be:

    (Sum of January Revenue) *12

     

    Once it is April it will then be:

    (Sum of February Revenue) *12

     

    etc. etc.

     

    So looking at one company for example:



    (Working with December revenue until database is updated to bring in January numbers) The sum of revenue for December would be 71.28 (271.28-200.00) and multiplying that by 12 is 855.36 which is the result I'm looking for. How can I create a formula that gives this?

     

     

     

     

    • Greg_Deckler's avatar
      Greg_Deckler
      Community Champion
      8 years ago

      Well, you can get your EndDate for your calculation like this:

       

      EndDate = EOMONTH(EDATE(TODAY(),-2),0)

      And your StartDate like this:

       

      StartDate = EOMONTH(EDATE([EndDate],-1),0)+1

      So, you could use these as your filters to calculate 2 months ago from whatever TODAY is and then multiply by 12.

       

      So, what is going on is that you are going back 2 months from today and then getting the end of the month for that month (EndDate). StartDate takes that date, subtracts a month, finds the end of that month and then adds 1 day to give you the start of the month of EndMonth. Lots of different ways of calculating this but this method ensures that you can span years without a problem.