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khenning's avatar
khenning
Frequent Visitor
9 months ago

Lookup Visual Calculation not working correctly

Gurus - I am in need of assistance.  

Hopefully the table above is showing up.  I'm working on a matrix visual, each month going across with various details in each row.  I need to create a field, ActualInvCalc, for each month that is based on this calculation, prior month's actual inv plus current month's actual sales minus current month's actual prod. 

 

Using the example data above for 7/1, it would be 6/1's Actual Inv plus 7/1's Actual Prod minus 7/1's Actual Sales. 

ex. 1243000 + 65835000 - 2436500 = 64641500. 

Then for the following month, 8/1, I need to start with what was calculated for 7/1 plus 8/1's Actual Prod minus 8/1's Actual Sales. 

I'm using this calculation - ActualInvCalc = LOOKUP([Actual Inv], [MTHYR], PREVIOUS([MTHYR])) + [Actual Prod] - [Actual Sales]

 

It's working for the 1st month, 7/1, but it's not for the other months.  For 8/1, it's still going back to start with 6/1's Actual Inv instead of what was the result for 7/1.

 

This can be done in excel, but my users want to see this in PBI.  I've never used LOOKUP before, so any suggestions would be greatly appreciated.

 

TIA!!!!

 

9 Replies

  • Hi khenning ,

     

    In order to help you out there is the need to have more context. But the lookup function is not the best option for this type of calculation. Can you please share a mockup data or sample of your PBIX file. You can use a onedrive, google drive, we transfer or similar link to upload your files.

    If the information is sensitive please share it trough private message.

    • khenning's avatar
      khenning
      Frequent Visitor

      I did add a mockup of my data.  Did it not show up?

       

      I was trying the lookup but, I agree, that's not the best way.

       

      Basically, I have 18 months worth of data for the columns in my matrix.  I need to have a field in a row be equal to the previous month's data in that same field plus other data.  And then the same for the next month. 

       

      In excel, the formula for month 1 is =C24+D14-D6, then month 2 is =D24+E14-E6, and so on.  

       

      Does that help?

      • MFelix's avatar
        MFelix
        Super User

        Hi khenning ,

         

        The image with the data is there however from the image only we cannot perecívei the data you have, relationship, tables and everything that give context.

         

        For examples do you have a calendar table?  Does your different values on rows are categories on a table or actual values on your fact?

         

        If you are able to share a mockup file it would be apprrciated .

  • v-hjannapu's avatar
    v-hjannapu
    Community Support

    Hi khenning,

    I would also take a moment to thank MFelix  , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.
     

    I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

    Regards,
    Community Support Team.

    • v-hjannapu's avatar
      v-hjannapu
      Community Support

      Hi khenning,
      I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We are always here to support you.


      Regards,
      Community Support team.