If - Then Calculation Problems

[Rsanjuan]

Hi,

I am having trouble creating an If - Then calculation and was hoping someone here can help.  

I am trying to calculate the current year revenue and previous year revenue for different business units.  They utilize different date fields as well as a different filter.

I was able to get it working for the current year.  First, created two measures:

CY Revenue (Quant) = Calculate(sum('Master 2'[Revenue]), 'Master 2'[Job.Job_Phase__c]="Closed", Year('Master 2'[Job.Invoice_Date__c])=Year(Today()))

CY Revenue (Qual) = Calculate(sum('Master 2'[Revenue]), 'Master 2'[Job.Job_Status__c]="Closed", Year('Master 2'[JML.Invoice_Date__c])=Year(Today()))

Then to populate it in the same column, I created a column:

CY Revenue = If(And('Master 2'[Division]="Quant",Year('Master 2'[Job.Invoice_Date__c])=Year(Today())),[CY Revenue (Quant)],[CY Revenue (Qual)])

However, when I do the same for Previous Year, I get a circular dependency error.  here are the formulas that I tried to use for previous year:

PY Revenue (Quant) = Calculate(sum('Master 2'[Revenue]), 'Master 2'[Job.Job_Phase__c]="Closed", Year('Master 2'[Job.Invoice_Date__c])=Year(Today())-1, FILTER(ALL('Master 2'[Job.Invoice_Date__c]),
'Master 2'[Job.Invoice_Date__c]<=DATE(YEAR(TODAY())-1,MONTH(TODAY()),DAY(TODAY())+1))
)

PY Revenue (Qual) = Calculate(sum('Master 2'[Revenue]), 'Master 2'[Job.Job_Status__c]="Closed", Year('Master 2'[JML.Invoice_Date__c])=Year(Today())-1, FILTER(ALL('Master 2'[JML.Invoice_Date__c]),
'Master 2'[JML.Invoice_Date__c]<=DATE(YEAR(TODAY())-1,MONTH(TODAY()),DAY(TODAY())+1))
)

PY Revenue = If(And('Master 2'[Division]="Quant",Year('Master 2'[Job.Invoice_Date__c])=Year(Today())-1),[PY Revenue (Quant)],[PY Revenue (Qual)])

Any ideas?

[v-ljerr-msft]

Hi @Rsanjuan,

Could you try using the formula below to see if it works in your scenario? 

PY Revenue (Quant) =
CALCULATE (
    SUM ( 'Master 2'[Revenue] ),
    FILTER (
        ALL ( 'Master 2'[Job.Invoice_Date__c] ),
        'Master 2'[Job.Invoice_Date__c]
            <= DATE ( YEAR ( TODAY () ) - 1, MONTH ( TODAY () ), DAY ( TODAY () ) + 1 )
            && 'Master 2'[Job.Job_Phase__c] = "Closed"
            && YEAR ( 'Master 2'[Job.Invoice_Date__c] )
                = YEAR ( TODAY () ) - 1
    )
)

PY Revenue (Qual) =
CALCULATE (
    SUM ( 'Master 2'[Revenue] ),
    FILTER (
        ALL ( 'Master 2'[JML.Invoice_Date__c] ),
        'Master 2'[JML.Invoice_Date__c]
            <= DATE ( YEAR ( TODAY () ) - 1, MONTH ( TODAY () ), DAY ( TODAY () ) + 1 )
            && 'Master 2'[Job.Job_Status__c] = "Closed"
            && YEAR ( 'Master 2'[JML.Invoice_Date__c] )
                = YEAR ( TODAY () ) - 1
    )
)

Regards

[Rsanjuan]

@v-ljerr-msft

Unfortunately, it didn't work.  😞

I'm still getting a circular dependency.

[mattbrice]

What exactly does circular dependency error message say?

Usually with calculated columns the circular dependency is because of the use of a CALCULATE statement.  CALCULATE transitions all the other columns in the table into the filter context for your calculation - including other calculated columns.  So you most likely have the new columns trying to transition each other into their respective filter contexts which is causing the error.  Chicken of the egg syndrome:  DAX can't resolve one calculated column before the other which is needed to complete calculation. To combat that, I usually use ALLEXCEPT() to remove the "other" column from the current columns context transition.