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Jansco's avatar
Jansco
Helper I
7 years ago
Solved

Help Creating a calculated row

Given a table like this:

 

Product Person Month Value

ASteveJanuary1
ASteveFebruary2
ASteveMarch3
AJamesJanuary4
AJamesFebruary5
BJamesMarch6
BSteveJanuary7
BSteveMarch9

 

and a Matrix like this

 

Product Person January February March

ASteve123
AJames456
BSteve7 9

 

and the condition, if Month = January, sum January and multiply by .05, if Month = February sum February values and multiply by .75, if Month=March, sum March values and multiply by .25...

 

Is this possible?  I would like the result to look like this:

 

Product Person January February March

ASteve123
AJames456
BSteve7 9
calc 0.65.254.5
TOTAL 12.612.2522.5

 

  • Hi Jansco ,

     

    One sample for your reference. Please check the following steps as below.

     

    1. Duplicated the fact table in power query , then pviot value column.

    M code for your reference.

    let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WclTSUQouSS1LBdJuqUlFpYlFlUCmkVKsDqqkb2JRcgaQNobLeCXmphaD6TyoLhMMOSQjTcGSTkiSMCPN4DIwyxBGmmPIwXRZKsXGAgA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [A = _t, Steve = _t, January = _t, #"1" = _t]),
        #"Demoted Headers" = Table.DemoteHeaders(Source),
        #"Renamed Columns" = Table.RenameColumns(#"Demoted Headers",{{"Column1", "Product"}, {"Column2", "Name"}, {"Column3", "Month"}, {"Column4", "Value"}}),
        #"Changed Type" = Table.TransformColumnTypes(#"Renamed Columns",{{"Value", Int64.Type}}),
        #"Pivoted Column" = Table.Pivot(#"Changed Type", List.Distinct(#"Changed Type"[Month]), "Month", "Value", List.Sum)
    in
        #"Pivoted Column"

    2. Create a calculated calculated column in fact table.

     

    Column =
    IF (
        'Table1 (2)'[Month] = "January",
        CALCULATE (
            SUM ( 'Table1 (2)'[Value] ),
            ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
        ) * 0.05
            / CALCULATE (
                COUNTROWS ( 'Table1 (2)' ),
                ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
            ),
        IF (
            'Table1 (2)'[Month] = "February",
            CALCULATE (
                SUM ( 'Table1 (2)'[Value] ),
                ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
            ) * 0.75
                / CALCULATE (
                    COUNTROWS ( 'Table1 (2)' ),
                    ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
                ),
            IF (
                'Table1 (2)'[Month] = "March",
                CALCULATE (
                    SUM ( 'Table1 (2)'[Value] ),
                    ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
                ) * 0.25
                    / CALCULATE (
                        COUNTROWS ( 'Table1 (2)' ),
                        ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
                    )
            )
        )
    )
    

    3. Enter a new table and create three calculated column in the new table.

    January = CALCULATE(SUM('Table1 (2)'[Column]),FILTER('Table1 (2)','Table1 (2)'[Month]="January"))
    February = CALCULATE(SUM('Table1 (2)'[Column]),FILTER('Table1 (2)','Table1 (2)'[Month]="February"))
    March = CALCULATE(SUM('Table1 (2)'[Column]),FILTER('Table1 (2)','Table1 (2)'[Month]="March"))

     

    4. Union table1 and table2.

    Table = UNION(Table1,Table2)

     

    Regards,

    Frank

1 Reply

  • v-frfei-msft's avatar
    v-frfei-msft
    Community Support

    Hi Jansco ,

     

    One sample for your reference. Please check the following steps as below.

     

    1. Duplicated the fact table in power query , then pviot value column.

    M code for your reference.

    let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WclTSUQouSS1LBdJuqUlFpYlFlUCmkVKsDqqkb2JRcgaQNobLeCXmphaD6TyoLhMMOSQjTcGSTkiSMCPN4DIwyxBGmmPIwXRZKsXGAgA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [A = _t, Steve = _t, January = _t, #"1" = _t]),
        #"Demoted Headers" = Table.DemoteHeaders(Source),
        #"Renamed Columns" = Table.RenameColumns(#"Demoted Headers",{{"Column1", "Product"}, {"Column2", "Name"}, {"Column3", "Month"}, {"Column4", "Value"}}),
        #"Changed Type" = Table.TransformColumnTypes(#"Renamed Columns",{{"Value", Int64.Type}}),
        #"Pivoted Column" = Table.Pivot(#"Changed Type", List.Distinct(#"Changed Type"[Month]), "Month", "Value", List.Sum)
    in
        #"Pivoted Column"

    2. Create a calculated calculated column in fact table.

     

    Column =
    IF (
        'Table1 (2)'[Month] = "January",
        CALCULATE (
            SUM ( 'Table1 (2)'[Value] ),
            ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
        ) * 0.05
            / CALCULATE (
                COUNTROWS ( 'Table1 (2)' ),
                ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
            ),
        IF (
            'Table1 (2)'[Month] = "February",
            CALCULATE (
                SUM ( 'Table1 (2)'[Value] ),
                ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
            ) * 0.75
                / CALCULATE (
                    COUNTROWS ( 'Table1 (2)' ),
                    ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
                ),
            IF (
                'Table1 (2)'[Month] = "March",
                CALCULATE (
                    SUM ( 'Table1 (2)'[Value] ),
                    ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
                ) * 0.25
                    / CALCULATE (
                        COUNTROWS ( 'Table1 (2)' ),
                        ALLEXCEPT ( 'Table1 (2)', 'Table1 (2)'[Month] )
                    )
            )
        )
    )
    

    3. Enter a new table and create three calculated column in the new table.

    January = CALCULATE(SUM('Table1 (2)'[Column]),FILTER('Table1 (2)','Table1 (2)'[Month]="January"))
    February = CALCULATE(SUM('Table1 (2)'[Column]),FILTER('Table1 (2)','Table1 (2)'[Month]="February"))
    March = CALCULATE(SUM('Table1 (2)'[Column]),FILTER('Table1 (2)','Table1 (2)'[Month]="March"))

     

    4. Union table1 and table2.

    Table = UNION(Table1,Table2)

     

    Regards,

    Frank