Offsetting Calculated Column Rows

[ccueto36]

Hi guys,

I'm having a bit of a dilemma with generating a Calculated Column in DAX, the goal is to calculate Cal_charge+Amt column from the Excel table above. As you can see, the data on that column is exactly the same numbers as Sum of chargeAmt except that it's offset by 2 months behind. I have no idea where to begin to be able to generate that new column and make the first 2 rows blank like that. I need that column in order to generate Cash Factor. I'm new to the Power BI and DAX world so I would appreciate the help.

[Zubair_Muhammad · Accepted solution]

@ccueto36

Try this calculated column

Cal_charge+Amt =
VAR temp =
    TOPN (
        2,
        FILTER ( Table3, [Month-Year] < EARLIER ( [Month-Year] ) ),
        [Month-Year], DESC
    )
VAR temp1 =
    TOPN ( 1, temp, [Month-Year], ASC )
RETURN
    IF ( COUNTROWS ( temp ) = 2, MINX ( temp1, [Sum of ChargeAmt] ) )

[Zubair_Muhammad · Accepted solution]

@ccueto36

When I use it with a sample table it works

Please see Power Pivot model in attached Excel Workbook

[v-danhe-msft]

Hi @ccueto36,

Could you please tell me if your problem has been solved? If it is, could you please mark the helpful replies as Answered?

Regards,

Daniel He

[Zubair_Muhammad · Accepted solution]

@ccueto36

Try this calculated column

Cal_charge+Amt =
VAR temp =
    TOPN (
        2,
        FILTER ( Table3, [Month-Year] < EARLIER ( [Month-Year] ) ),
        [Month-Year], DESC
    )
VAR temp1 =
    TOPN ( 1, temp, [Month-Year], ASC )
RETURN
    IF ( COUNTROWS ( temp ) = 2, MINX ( temp1, [Sum of ChargeAmt] ) )

[ccueto36]

I've been trying this since yesterday but to no avail. I'm getting a fully blank calculated column as a result every time I try it. If I take off the IF(COUNTROWS(temp1) = 2 condition, then it's not blank anymore, just random numbers that isn't the expected answer. On a side note, Table3 is the table name where all of the above columns are from?

[Zubair_Muhammad · Accepted solution]

@ccueto36

When I use it with a sample table it works

Please see Power Pivot model in attached Excel Workbook

[ccueto36]

Thank you for the sample, I can also make it work just fine in Excel Power Pivot but the same does not seem to work in Power BI Calculated Column, keeps returning blank column 😕

[v-danhe-msft · Accepted solution]

Hi @ccueto36,

Based on my test, I have tried what Zubair suggested, it could work on my side, and you could also refer to my step:

Sample data:

Create a calculated column:

Column 2 = var a=MONTH('Table3'[Month-Year])-2
return CALCULATE(SUM(Table3[Sum of ChargeAmt]),FILTER('Table3',MONTH('Table3'[Month-Year])=a))

Result(Column1 is the Zubair's function):

You could also download the pbix to have a view, if it still could not work, could you please share the pbix if possible?

https://www.dropbox.com/s/jjdh69fw2ipjbr4/Offsetting%20Calculated%20Column%20Rows.pbix?dl=0

Regards,

Daniel He