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tradeexllc's avatar
tradeexllc
Frequent Visitor
6 years ago

Incorrect totals when using % calculations with quantity and filters

Hello,

 

I am trying to calculate PY Sales variance and each time I bring in the calculation for PY the totals do not add up. Here are all my formulas in order:

 

QTY PY =
IF (
ISCROSSFILTERED( Sheet1[INVOICE DATE].[Year]),
CALCULATE( sum(Sheet1[QTY SOLD]),
DATEADD('Sheet1'[INVOICE DATE].[Date], -1, YEAR)),
BLANK())
 
PY Total List Price =
IF (
ISCROSSFILTERED( Sheet1[INVOICE DATE].[Year]),
CALCULATE( sum(Sheet1[TOTAL LIST PRICE]),
DATEADD('Sheet1'[INVOICE DATE].[Date], -1, YEAR)),
BLANK())
 
PY Discount $ = sum(Sheet1[NET SALES])-[PY Total List Price]
PY Avg List Price/Ut = [PY Total List Price]/sum(Sheet1[QTY SOLD])
PY Discount % = ([PY Discount $]/[PY Total List Price])
Sales Discount Var PY = (sum(Sheet1[QTY SOLD])*[PY Discount %]) - this gives me incorrect totals. If I change PY Total List Price and PY QTY and remove filter dateadd, the totals will be correct. 
How to change the calculatiosn to give me the right totals?
Thank you!
 

 

Need Help

3 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    6 years ago

    Multiplication should happen at line level or some group level.

    So we we do Sum(A*B) Not sum(a)* sum(b)

    Do do this is to take a row context

    sumx(summarize(table,table[Date],"_sum",sum(Sheet1[QTY SOLD]),"_dis",[PY Discount %]),[_sum]*[_dis])

    table[date] is the row context where calculation need to done, it can be id or month as per need

     

    • tradeexllc's avatar
      tradeexllc
      Frequent Visitor
      6 years ago

      Hi,

      I tried your advise and used the following calcualtions:

       

      test = sumx(summarize(Sheet1,Sheet1[INVOICE DATE].[Date],"_sum",sum(Sheet1[QTY SOLD]),"_dis",[PY Discount %]),[_sum]*[_dis])
       
      but the result was infinity
       
       
      Am I doing something wrong with calculations?
      Thank you