Help With Formula to get default values

[Anonymous]

Hi,

I have a case I have to display the sum of values in a card for feb month by default and not for the other months.

As shown in the Screenshot Initial Screen the cards JDE and Myfinance are showing a sum of values for months feb,jan and dec.

But What I want is to show the Cards with values of Feb month keeping rest of the months bar intact, so basically what I want is the screeenshot1 and screenshot2 combined as a single report so that by default i can display the feb month data.

I have already written a Conditional column for getting the Feb month and rest of the months.

Feb = IF(YEAR('ERP KPI_Data'[MetricDate]) = YEAR(Today()),IF(MONTH('ERP KPI_Data'[MetricDate])=month(TODAY()-40),1,0),0)

Feb month = if('ERP KPI_Data'[CMisCurrentMonth]=1,'ERP KPI_Data'[Value],0)

prevmonth = if('ERP KPI_Data'[CMisCurrentMonth]=0,'ERP KPI_Data'[Value],0)

Filter = switch('ERP KPI_Data'[CMisCurrentMonth],0,'ERP KPI_Data'[prevmonth],'ERP KPI_Data'[Feb month]) 

and tried to use this in a switch case to show a default record, but it's giving the result as I expected

[v-ljerr-msft]

Hi @Anonymous,

According to your description above, I would suggest you use the formula below to create a measure to calculate the Value for Feb which won't be change by other user interactions on the report.

JDE Feb measure =
CALCULATE (
    SUM ( 'ERP KPI_Data'[Value] ),
    FILTER (
        ALL ( 'ERP KPI_Data' ),
        YEAR ( 'ERP KPI_Data'[MetricDate] ) = YEAR ( TODAY () )
            && MONTH ( 'ERP KPI_Data'[MetricDate] )
                = MONTH ( TODAY () - 40 )
            && 'ERP KPI_Data'[Source] = "JDE"
    )
)

My Finance Feb measure =
CALCULATE (
    SUM ( 'ERP KPI_Data'[Value] ),
    FILTER (
        ALL ( 'ERP KPI_Data' ),
        YEAR ( 'ERP KPI_Data'[MetricDate] ) = YEAR ( TODAY () )
            && MONTH ( 'ERP KPI_Data'[MetricDate] )
                = MONTH ( TODAY () - 40 )
            && 'ERP KPI_Data'[Source] = "myFinance"
    )
)

Regards

[Anonymous]

Hi v-ljerr-msft,

Thanks for your reply. But I am getting a higher value, also I want the JDE and MYfinance to show the feb month data by default,but on User intactions the values should changes according to previous month also.

Thanks