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peter_rips
Frequent Visitor

Normalize monthly values based on 1st month SUM/total values

Hello there,

I'm stuck at the moment, so I hope someone can give me some light at this stage regarding this subject.

I've been trying to normalize my data, using the following example (extracted from a similar problem)

 

  1. Define a measure [Value First Date]
    Value First Date =
    /* Optional check: Only return Value First Date up to the max date that actually appears in the fact table */
    IF (
        MIN ( 'Calendar'[Date] ) <= CALCULATE ( MAX ( Data[Date] ), ALL ( Data ) ),
        CALCULATE (
            [Value],
            CALCULATETABLE ( FIRSTDATE ( 'Calendar'[Date] ), ALLSELECTED ( 'Calendar' ) )
        )
    )
  2. Define a [Value Normalized] measure:
    Value Normalized =
    DIVIDE ( [Value], [Value First Date] ) * 100

This example works great/perfect if I want to normalize my data based on the 1st day of the 1st month.

 

This example will grab "200" from the following table, but what I need here is to get "900" and do exactly the same as the rest of the example code. 

 

DataDate Value

1-01-2017  200 

3-01-2017  400

7-01-2017  300

 

My Goal Here is to do exactly the same, but using the sum of all values in the 1st month, instead of the 1st value (firstday) only.

The calculation is done then by dividing each of the values of following months by the total value of the first month(900), and multiplying by 100.

 

So, I'm starting my DAX now, so apologies if this is too easy.

 

Thanks in advance.

Peter

1 ACCEPTED SOLUTION

Hi @v-chuncz-msft, thanks for coming back to me.

It´s not easy since I have a lot of confidential data and several metrics.

 

Anyway, hopefully, I managed to find a solution for this, the following way:

 

1- 

IndexR2 = 
CALCULATE (
        sum(Facts[Sales_U]), 
CALCULATETABLE ( DATESBETWEEN('Date'[DateFullName],STARTOFMONTH('Date'[DateFullName]),ENDOFMONTH(STARTOFMONTH('Date'[DateFullName]))), ALLSELECTED ( 'Date' ) ) )

 

2-

IndexR2N = DIVIDE ( Calculate(Sum(Facts[Sales_U])), [IndexR2] ) * 100

 

and that's it.

 

Thanks anyway, and sorry case I was not clear and able to share the .pbix

 

Peter

View solution in original post

2 REPLIES 2
v-chuncz-msft
Community Support
Community Support

@peter_rips,

 

The example above is not very clear. It would be better if you could share us your simplified .pbix file.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-chuncz-msft, thanks for coming back to me.

It´s not easy since I have a lot of confidential data and several metrics.

 

Anyway, hopefully, I managed to find a solution for this, the following way:

 

1- 

IndexR2 = 
CALCULATE (
        sum(Facts[Sales_U]), 
CALCULATETABLE ( DATESBETWEEN('Date'[DateFullName],STARTOFMONTH('Date'[DateFullName]),ENDOFMONTH(STARTOFMONTH('Date'[DateFullName]))), ALLSELECTED ( 'Date' ) ) )

 

2-

IndexR2N = DIVIDE ( Calculate(Sum(Facts[Sales_U])), [IndexR2] ) * 100

 

and that's it.

 

Thanks anyway, and sorry case I was not clear and able to share the .pbix

 

Peter

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