Forum Discussion

bolabuga

Helper V

9 years ago

Solved

Metric to use on a List(table?) Chart.

Hello, i have the sample table on the image.

I did the following metric to use on a grouped bar chart:

INDICATOR 2016 % = 
	VAR MONEYTYPE2015 = CALCULATE(SUM('SAMPLE'[MONEY]);FILTER('SAMPLE';'SAMPLE'[TYPE] <> 2 && 'SAMPLE'[YEAR]=2015))
	+ 
	CALCULATE(SUM('SAMPLE'[MONEY]);FILTER('SAMPLE';'SAMPLE'[TYPE] <> 0 && 'SAMPLE'[YEAR]=2015)) 
	VAR MONEYTYPE2016 = CALCULATE(SUM('SAMPLE'[MONEY]);FILTER('SAMPLE';'SAMPLE'[TYPE] <> 2 && 'SAMPLE'[YEAR]=2016))
	+ 
	CALCULATE(SUM('SAMPLE'[MONEY]);FILTER('SAMPLE';'SAMPLE'[TYPE] <> 0 && 'SAMPLE'[YEAR]=2016)) 
	RETURN
	DIVIDE(MONEYTYPE2016;MONEYTYPE2015)-1

I had to make another 2 metrics to mount a list showing summarized values used on the calculations in the "indicator 2016 %"

MONEY TYPE 2015 = CALCULATE(SUM('SAMPLE'[MONEY]);FILTER('SAMPLE';'SAMPLE'[TYPE] <> 2 && 'SAMPLE'[YEAR]=2015)) + CALCULATE(SUM('SAMPLE'[MONEY]);FILTER('SAMPLE';'SAMPLE'[TYPE] <> 0 && 'SAMPLE'[YEAR]=2015))

MONEY TYPE 2016 = CALCULATE(SUM('SAMPLE'[MONEY]);FILTER('SAMPLE';'SAMPLE'[TYPE] <> 2 && 'SAMPLE'[YEAR]=2016)) + CALCULATE(SUM('SAMPLE'[MONEY]);FILTER('SAMPLE';'SAMPLE'[TYPE] <> 0 && 'SAMPLE'[YEAR]=2016))

My doubt is, i think theres a better way to mount the list on the screenshot, without having to make the 2 newer metrics (money type 2015 e money type 2016). I tried use "summarizecolumns", but im not grasping how to make it work.

Then, the question: How to make this scenario work with fewer Metrics???

Need Help

v-sihou-msft
9 years ago
bolabuga

In your scenario, you also have client column in your table, you should also add "Table[Client]=EARLIER(Table[Client])" in your filter.

Previous Year Value = CALCULATE(SUM(Table[Value]),FILTER(Table,Table[Year]=EARLIER(Table[Year])-1 && Table[Month]=EARLIER(Table[Month]) && Table[Client]=EARLIER(Table[Client])))

Since you need to do this comparison in matrix, it will generate columns dynamically and always aggregate on Values cell, I can't find a better way using a "previous year data" column.

Regards,

Simon Hou

4 Replies

v-sihou-msft
Microsoft Employee
9 years ago
bolabuga

Based on your source table, it's better to use a matrix instead of a table visual to render the data.

In your scenario, your calculation need to use Year 2015 calculation divide by Year 2016 calculation. We can add a column in your table which returns previous year data.

Previous Year Value = CALCULATE(SUM(Table3[Value]),FILTER(Table3,Table3[Year]=EARLIER(Table3[Year])-1 && Table3[Month]=EARLIER(Table3[Month])))

Then we can create a "Current Year/Previous Year" measure and add it into the matrix.

Current / Previous = IF(CALCULATE(SUM(Table3[Previous Year Value]))=BLANK(),0,CALCULATE(SUM(Table3[Value]))/CALCULATE(SUM(Table3[Previous Year Value])))

'

Regards,
- bolabuga
  Helper V
  9 years ago
  simon hou-msft thks for trying to help :).
  
  The idea seens very good, but its not working because the calculated column repeat the sum for every client each mont.
  
  showing the sample data.
  
  CLIENT MONTH YEAR MONEY TYPE 3 1 2015 50 0 7 1 2015 97 1 5 1 2015 25 2 3 1 2016 337 0 7 1 2016 277 1 5 1 2016 555 2 3 2 2015 150 0 7 2 2015 137 1 5 2 2015 110 2 3 2 2016 127 0 7 2 2016 156 1 5 2 2016 322 2 3 3 2015 120 0 7 3 2015 667 1 5 3 2015 160 2 3 3 2016 44 0 7 3 2016 145 1 5 3 2016 80 2
  The result showing the replicated results on the calculated column.
  
  It should have a way to do this without repeating the sum for every different client in the calculated column.
  - v-sihou-msft
    Microsoft Employee
    9 years ago
    bolabuga
    
    In your scenario, you also have client column in your table, you should also add "Table[Client]=EARLIER(Table[Client])" in your filter.
    
    Previous Year Value = CALCULATE(SUM(Table[Value]),FILTER(Table,Table[Year]=EARLIER(Table[Year])-1 && Table[Month]=EARLIER(Table[Month]) && Table[Client]=EARLIER(Table[Client])))
    
    Since you need to do this comparison in matrix, it will generate columns dynamically and always aggregate on Values cell, I can't find a better way using a "previous year data" column.
    
    Regards,
    
    Simon Hou