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Anonymous

Not applicable

3 years ago

Solved

Measures in Power BI Calculation

Hello All ,
This is a question which has been a problem for atleast a month . I am using Power BI for more than a year. But I am stuck here and any help will be highly appreciated
Following is the dummy datatable

State	SaleID	Sale Date	Total Sale	Service Period (in months)
A	1	1/1/2023	249	13
A	2	1/1/2022	317	15
B	3	1/1/2020	291	20
B	4	1/1/2021	388	5
C	5	5/2/2023	109	9
C	6	5/3/2022	293	12

I have created a calendar table , which has all dates form 2019 to 2024. This date from calendar table is in one to many relationship with Sale Date

Following is what is the desired result in power bi

	2023
State	Current year Sale	Carry forward Sale
A	229.8462	63.4
B
C

this is a simple presentation , i have only calculated value for 2023 , we do have to include months and other years

Defination :

Current year Sale - To calculate this first we need sale per month i.e Sales / Service Period
Important thing to keep in mind that current year sale means addition of sales/service period for the year it was sold (Sale date)
for example if sale date is 01/01/2022 then for that specific sale ID current year sale for all years will be 0 except 2022

example from dummy data for first row sale/service period = 19.15
this for service period of 13 months
but as the current year only can be for 12 months hence left out months after sale date is jan(As sale was done in jan) - dec = 12
hence 19.15*12 = 229.8
And as ID 2 was not sold in 2023 , hence final Current year sale for A in 2023 will be 229.8+0 = 229.8
and the rest left will go for carry forward sales for the same saleID for next year. But remeber we only calculate carry forward for 2 years or left our service period after current year sale (whichever smaller)
Like for example from dummy data for ID 2 , it was sold in 2022 , hence that means its carry forward will be accounted in 2023 ,
hence for ID 2 ,
Sale/sercvice period = 317/15 = 21.13
for its carry foward period lets first find out current year period of same ID
for ID 2 service period is 15 months and it was sold in january hence leaving (jan-dec) 12 months rest is carry forward period of 3 months (here we used 3 as 3 months is smaller than 2 years, as mentioned above that for carry forward only take left out servic period after current year sale or 2 years whichever smaller )
hence 3*21.13 = 63.4
as there is no other ID which was sold in 2021 or 2022 for A
Hence carry forward for A is 63.4

Please help
dax
GuyInACube
amitchandak
AbbasG
technolog

Hi Anonymous ,

Please try:

Carry forward Sale2 = 
VAR _a =
    MAXX ( 'Calendar', [Date] )
VAR _b =
    MINX ( 'Calendar', [Date] )
VAR _c =
    SELECTCOLUMNS ( 'Table', "State", [State] )
var _e = SELECTCOLUMNS('Table',"Date",[Sale Date])   
VAR _d =
    SUMX (
        FILTER ( ALL ( 'Table' ), [State] IN _c && [Sale Date] <= _a &&[Sale Date] in _e),
        SWITCH (
            TRUE (),
            NOT([Sale Date] in SELECTCOLUMNS('Table',"Date",[Sale Date])),0,
            DATEDIFF ( [Sale Date], _a, YEAR ) >= 2, 0,
            DATEDIFF ( [Sale Date], _a, YEAR ) <= 0, 0,
            DATEDIFF ( [Sale Date], _b, MONTH ) <= [Service Period  (in months)],
                DIVIDE ( [Total Sale], [Service Period  (in months)] )
                    * ( [Service Period  (in months)] - DATEDIFF ( [Sale Date], _b, MONTH ) ),
            0
        )
    )
RETURN
    _d

Final output:

Best Regards,

Jianbo Li

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

Measures in Power BI Calculation.pbix82 KB

Anonymous
3 years ago
I made some changes to and this works perfectly

Carry forward Avoidance =
VAR _a =
MAXX ( 'Calendar', [Date] )
VAR _b =
MINX ( 'Calendar', [Date] )
VAR _c =
SELECTCOLUMNS ( 'Data', "Catg", [Catg] )
var _e = SELECTCOLUMNS('Data',"Date",[SaleDate])
VAR _d =
SUMX (
FILTER ( ALL ( 'Data' ), [Catg] IN _c && [SaleDate] <= _a && Data[SaleDate] in _e ),
SWITCH (
TRUE (),
NOT([Saledate] in SELECTCOLUMNS('Data',"Date",[Saledate])),0,
DATEDIFF ( [Saledate], _a, YEAR ) = 1,
SWITCH (
TRUE (),

(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) < Data[ServiceMonths]
&&
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) + 12 >= Data[ServiceMonths]
&&
Data[ServiceMonths] - (DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) <= 12
,
Data[ServiceMonths] - (DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ),
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) < Data[ServiceMonths]
&&
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) + 12 >= Data[ServiceMonths]
&&
Data[ServiceMonths] - (DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) >12
,
12,
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1) + 12 < Data[ServiceMonths] , 12 ,
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1) >= Data[ServiceMonths] , 0 ,0)
,
DATEDIFF ( [Saledate], _a, YEAR ) = 2,
SWITCH (
TRUE (),

(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 < Data[ServiceMonths]
&&
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 + 12 <= Data[ServiceMonths]
, 12,
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 < Data[ServiceMonths]
&&
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 + 12 >= Data[ServiceMonths]

, Data[ServiceMonths]-((DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 ),
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)>=Data[ServiceMonths],0,0),0)
* DIVIDE(Data[AvoidanceSale],Data[ServiceMonths]))
return _d

Current year Avoidance sale =
VAR _a =
MAXX ( 'Calendar', [Date] )
VAR _b =
SUMX (
FILTER('Contracts',Contracts[Saledate]<=_a&&Contracts[Saledate]>=MINX('Calendar',[Date])),
DIVIDE ( Contracts[AvoidanceSale], [Service Months] )
* (
MINX (
{ DATEDIFF ( 'Contracts'[Saledate], _a, MONTH ), [Service Months] },
[Value]
)
+ IF (
MINX (
{ DATEDIFF ( 'Contracts'[Saledate], _a, MONTH ), [Service Months] },
[Value]
) = [Service Months],
0,
1
)
)
)
RETURN
_b

16 Replies

v-jianboli-msft
Community Support
3 years ago
Hi Anonymous ,

Please try:

Current year Sale = VAR _a = MAXX ( 'Calendar', [Date] ) VAR _b = SUMX ( 'Table', DIVIDE ( [Total Sale], [Service Period (in months)] ) * ( MINX ( { DATEDIFF ( 'Table'[Sale Date], _a, MONTH ), [Service Period (in months)] }, [Value] ) + 1 ) ) RETURN _b Carry forward Sale = VAR _a = MAXX ( 'Calendar', [Date] ) VAR _b = MINX ( 'Calendar', [Date] ) VAR _c = SUMX ( FILTER ( ALL ( 'Table' ), [State] = SELECTEDVALUE ( 'Table'[State] ) && [Sale Date] <= _a ), SWITCH ( TRUE (), DATEDIFF ( [Sale Date], _a, YEAR ) >= 2, 0, DATEDIFF ( [Sale Date], _a, YEAR ) <= 0, 0, DATEDIFF ( [Sale Date], _b, MONTH ) <= [Service Period (in months)], DIVIDE ( [Total Sale], [Service Period (in months)] ) * ( [Service Period (in months)] - DATEDIFF ( [Sale Date], _b, MONTH ) ) ) ) RETURN _c

Final output:

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Measures in Power BI Calculation.pbix70 KB
- Anonymous
  Not applicable
  3 years ago
  Hello v-jianboli-msft
  I have tried manual calculation to see which measure is wrong
  
  This is measure that you helped me with
  
  This is manual calculation (these numbers should match)
  for B state
  2020 - Current Year - 174.6
  2020 - Carry forward - 0
  2021 - Current Year -388
  2021 - Carry Forward - 116.4
  
  Hence when I can see Current Year sale is wrong as number for 2021 doesnt match for B when tried with your measure and manually in excel
  - Anonymous
    Not applicable
    3 years ago
    v-jianboli-msft
    I changed your measure of current year sale to followinf
    
    Current year Sale =
    VAR _a = MAXX ( 'Calendar', [Date] )
    VAR _b = SUMX (
    'Table',
    DIVIDE ( [Total Sale], [Service Period (in months)] )
    * (
    MINX (
    { DATEDIFF ( 'Table'[Sale Date], _a, MONTH ), [Service Period (in months)] },
    [Value]
    ) + IF(MINX (
    { DATEDIFF ( 'Table'[Sale Date], _a, MONTH ), [Service Period (in months)] },
    [Value]
    ) = [Service Period (in months)], 0, 1)
    )
    )
    RETURN _b
    
    And now everything is perfect
    
    One last help with same measure
    
    Why is column level total not working for carry forward 😞

v-jianboli-msft

Community Support

3 years ago

Hi Anonymous ,

Please try:

Remove the relationship between Calendar and Table

Then apply the measrue:

Carry forward Sale = 
VAR _a =
    MAXX ( 'Calendar', [Date] )
VAR _b =
    MINX ( 'Calendar', [Date] )
VAR _c =
    SELECTCOLUMNS ( 'Table', "State", [State] )
VAR _d =
    SUMX (
        FILTER ( ALL ( 'Table' ), [State] IN _c && [Sale Date] <= _a ),
        SWITCH (
            TRUE (),
            DATEDIFF ( [Sale Date], _a, YEAR ) >= 2, 0,
            DATEDIFF ( [Sale Date], _a, YEAR ) <= 0, 0,
            DATEDIFF ( [Sale Date], _b, MONTH ) <= [Service Period  (in months)],
                DIVIDE ( [Total Sale], [Service Period  (in months)] )
                    * ( [Service Period  (in months)] - DATEDIFF ( [Sale Date], _b, MONTH ) ),
            0
        )
    )
RETURN
    _d

Current year Sale = 
VAR _a =
    MAXX ( 'Calendar', [Date] )
VAR _b =
    SUMX (
        FILTER('Table',[Sale Date]<=_a&&[Sale Date]>=MINX('Calendar',[Date])),
        DIVIDE ( [Total Sale], [Service Period  (in months)] )
            * (
                MINX (
                    { DATEDIFF ( 'Table'[Sale Date], _a, MONTH ), [Service Period  (in months)] },
                    [Value]
                )
                    + IF (
                        MINX (
                            { DATEDIFF ( 'Table'[Sale Date], _a, MONTH ), [Service Period  (in months)] },
                            [Value]
                        ) = [Service Period  (in months)],
                        0,
                        1
                    )
            )
    )
RETURN
    _b

Final output:

Best Regards,

Jianbo Li

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

Measures in Power BI Calculation.pbix81 KB

Anonymous
Not applicable
3 years ago
Hello v-jianboli-msft ,
I have summarized the problem here
please give it a last try I beg

Here is the power bi visual (with measures that you helped with and raw data )

Here is the correct answer which i calculated manually for same data

Here is the explanation of the formula i used in excle and some notes

Here is the google drive link for same excle file i used
https://drive.google.com/file/d/11sH1i9ut0whz6_XMqgTRbecGhK8uF7oS/view?usp=sharing
- Anonymous
  Not applicable
  3 years ago
  Please help v-jianboli-msft

v-jianboli-msft

Community Support

3 years ago

Hi Anonymous ,

Please try:

Carry forward Sale = 
VAR _a =
    MAXX ( 'Calendar', [Date] )
VAR _b =
    MINX ( 'Calendar', [Date] )
VAR _c =
    SELECTCOLUMNS ( 'Table', "State", [State] )
VAR _d =
    SUMX (
        FILTER ( ALL ( 'Table' ), [State] IN _c && [Sale Date] <= _a ),
        SWITCH (
            TRUE (),
            DATEDIFF ( [Sale Date], _a, YEAR ) = 1,
                SWITCH (
                    TRUE (),
                    [Service Period  (in months)]
                        - DATEDIFF ( [Sale Date], DATE ( YEAR ( [Sale Date] ), 12, 31 ), MONTH ) - 1 > 12, 12,
                    [Service Period  (in months)]
                        - DATEDIFF ( [Sale Date], DATE ( YEAR ( [Sale Date] ), 12, 31 ), MONTH ) - 1 <= 12
                        && [Service Period  (in months)]
                            - DATEDIFF ( [Sale Date], DATE ( YEAR ( [Sale Date] ), 12, 31 ), MONTH ) - 1 > 0,
                        [Service Period  (in months)]
                            - DATEDIFF ( [Sale Date], DATE ( YEAR ( [Sale Date] ), 12, 31 ), MONTH ) - 1,
                    0
                ),
            DATEDIFF ( [Sale Date], _a, YEAR ) = 2,
                SWITCH (
                    TRUE (),
                    [Service Period  (in months)]
                        - DATEDIFF ( [Sale Date], DATE ( YEAR ( [Sale Date] ) + 1, 12, 31 ), MONTH ) - 1 >= 12, 12,
                    [Service Period  (in months)]
                        - DATEDIFF ( [Sale Date], DATE ( YEAR ( [Sale Date] ) + 1, 12, 31 ), MONTH ) - 1 < 12
                        && [Service Period  (in months)]
                            - DATEDIFF ( [Sale Date], DATE ( YEAR ( [Sale Date] ), 12, 31 ), MONTH ) - 1 > 0,
                        [Service Period  (in months)]
                            - DATEDIFF ( [Sale Date], DATE ( YEAR ( [Sale Date] ) + 1, 12, 31 ), MONTH ) - 1,
                    0
                ),
            0
        )
            * DIVIDE ( [Total Sale], [Service Period  (in months)] )
    )
RETURN
    _d

Final output:

Best Regards,

Jianbo Li

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

Measures in Power BI Calculation.pbix81 KB

Anonymous
Not applicable
3 years ago
Thanks v-jianboli-msft This is wonderful
But i still have one last problem filtering
When i filter using Sale date , still the carry forward doesnt change it keeps calculating irresepective of filter

What should i change in the measure of carry forward which will make me use sale date as filter and help me calculate carry forward of only Sale ID's which were sold in selected dates in the filter
- Anonymous
  Not applicable
  3 years ago
  Please help v-jianboli-msft this is the last thing that is missing that is filtering using sale date for both carry forward and current year sale
  other than that the answers are correct please after this I will accept the solution
  I really appreciate your help v-jianboli-msft
  Please help

Anonymous
Not applicable
3 years ago
I made some changes to and this works perfectly

Carry forward Avoidance =
VAR _a =
MAXX ( 'Calendar', [Date] )
VAR _b =
MINX ( 'Calendar', [Date] )
VAR _c =
SELECTCOLUMNS ( 'Data', "Catg", [Catg] )
var _e = SELECTCOLUMNS('Data',"Date",[SaleDate])
VAR _d =
SUMX (
FILTER ( ALL ( 'Data' ), [Catg] IN _c && [SaleDate] <= _a && Data[SaleDate] in _e ),
SWITCH (
TRUE (),
NOT([Saledate] in SELECTCOLUMNS('Data',"Date",[Saledate])),0,
DATEDIFF ( [Saledate], _a, YEAR ) = 1,
SWITCH (
TRUE (),

(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) < Data[ServiceMonths]
&&
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) + 12 >= Data[ServiceMonths]
&&
Data[ServiceMonths] - (DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) <= 12
,
Data[ServiceMonths] - (DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ),
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) < Data[ServiceMonths]
&&
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) + 12 >= Data[ServiceMonths]
&&
Data[ServiceMonths] - (DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1 ) >12
,
12,
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1) + 12 < Data[ServiceMonths] , 12 ,
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1) >= Data[ServiceMonths] , 0 ,0)
,
DATEDIFF ( [Saledate], _a, YEAR ) = 2,
SWITCH (
TRUE (),

(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 < Data[ServiceMonths]
&&
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 + 12 <= Data[ServiceMonths]
, 12,
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 < Data[ServiceMonths]
&&
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 + 12 >= Data[ServiceMonths]

, Data[ServiceMonths]-((DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)+12 ),
(DATEDIFF(Data[Saledate],DATE(YEAR(Data[Saledate]),12,31),MONTH)+1)>=Data[ServiceMonths],0,0),0)
* DIVIDE(Data[AvoidanceSale],Data[ServiceMonths]))
return _d

Current year Avoidance sale =
VAR _a =
MAXX ( 'Calendar', [Date] )
VAR _b =
SUMX (
FILTER('Contracts',Contracts[Saledate]<=_a&&Contracts[Saledate]>=MINX('Calendar',[Date])),
DIVIDE ( Contracts[AvoidanceSale], [Service Months] )
* (
MINX (
{ DATEDIFF ( 'Contracts'[Saledate], _a, MONTH ), [Service Months] },
[Value]
)
+ IF (
MINX (
{ DATEDIFF ( 'Contracts'[Saledate], _a, MONTH ), [Service Months] },
[Value]
) = [Service Months],
0,
1
)
)
)
RETURN
_b
Anonymous
Not applicable
3 years ago
Please help
GuyInACube
Anonymous
Not applicable
3 years ago
Please help v-jianboli-msft
sneddon65
Frequent Visitor
2 years ago
I'm wondering if anyone can help me with a MEASURE calculation within a tabular report in Power BI desktop.

Here is the challenge. I have a tabular visual in PBI desktop producing trip data including Vehicle Registration, Start date and time and End date and time from some different tables in my sql database. I also have a final end odometer reading but I do not have the start odometer reading in each row of data. I need a MEASURE formula to lookup the previous date and time based on the Vehicle Registration so that i have a Start and End Odometer reading and then from that I calcxulate the journey length. Is this possible?

The Vehicle table stores the Registration and another table stores the dates / times and the end odometer reading. The two tables are connected by a Vehicle Id.

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Measures in Power BI Calculation

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