Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Issue with filter function in rolling month formula

Hi All,   I am trying to make a table that creates a total with postings which aren't "ment" for current month. So like a posting thats created in feb 2021 which is a correction of jan 2021   So...
Need Help
  • v-kkf-msft's avatar
    v-kkf-msft
    5 years ago

    Hi Anonymous ,

     

    I think you need to create two new measures and add them to the visual.

     

    Total Actuals rolling period = 
IF(
    ISFILTERED('F Total Actuals'[Eco. Per. in date]),
    [Actuals rolling period],
    SUMX(ALLSELECTED('F Total Actuals'[Eco. Per. in date]),[Actuals rolling period])
)
    Total Accruals >30D = 
IF(
    ISFILTERED('F Total Actuals'[Eco. Per. in date]),
    [Accruals >30D],
    SUMX(ALLSELECTED('F Total Actuals'[Eco. Per. in date]),[Accruals >30D])
)

     


    If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

    Best Regards,
    Winniz

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-kkf-msft's avatar
v-kkf-msft
Community Support
5 years ago

Hi Anonymous ,

 

Try the following formula:

 

Actuals rolling period = 
IF(
    FORMAT( MAX('F Total Actuals'[Posting date]), "yyyymm" ) = FORMAT( MAX('F Total Actuals'[Eco. Per. in date]), "yyyymm" ),
    BLANK(),
    calculate(
        sum('F Total Actuals'[Value]) / 1000,
        DATESINPERIOD(
            'F Total Actuals'[Posting date],
            ENDOFMONTH('F Total Actuals'[Posting date]),
            -12,
            MONTH
        )
    )
)
Accruals >30D = 
IF(
    MIN('F Total Actuals'[Posting date]) > MAX('F Total Actuals'[Eco. Per. in date]),
    [Actuals rolling period]
)

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

Best Regards,
Winniz

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous's avatar
Anonymous
Not applicable
5 years ago

v-kkf-msft  Hi Winniz,

Thanks alot, this looks like the solution!

The only thing I have now with this formula is that it looks like the values aren't in a number format (I won't get totals).

I also tried to change the format to decimal/ whole number, but I still don't get the Totals in the table like bellow

 

 

Any Idea how I could solve this?

 

Thanks alot!

BR,

Ramon