Forum Discussion
Previous month data
Hello I have data as follows
Data:
Balance As of Date Data Segregation
10000 2017-06-30 Current
40000 2017-06-30 >1
30000 2017-06-30 Current
20000 2017-06-30 > 2
10000 2017-06-30 Current
10000 2017-06-30 >2
20000 2017-06-30 >2
50000 2017-07-31 Current
10000 2017-07-31 Current
50000 2017-07-31 >1
15000 2017-07-31 >2
50000 2017-07-31 >1
Measures
Current M1 = Calculate( sum(Balance),Filter(Table,table[Data Segregation ] = “Current”
>1 M1 = Calculate( sum(Balance),Filter(Table,table[Data Segregation ] = “> 1”
>2 M1 = Calculate( sum(Balance),Filter(Table,table[Data Segregation ] = “> 2”
Data Display Output
Date Current M1 >1 M1 >2 M1
May sum(Balance) of June
June sum(Balance) of July
July sum(Balance) of Aug
I want to display sum(balance) of next month into current month
How do I acheive this?
Hi ApurvaKhatri,
Use your sample table to test, get expected result.
1. Create a Calendar Table and build a relatioship from the your Fact Table(named Table2 in my formula) to your Calenda Table.Calendar = CALENDAR(MIN(Table2[As of Date]),MAX(Table2[As of Date]))
Create calculated column to get Year-Month column using the formula.Year-Month = YEAR('Calendar'[Date])&FORMAT('Calendar'[Date],"MMM")
2. Create measure using your formula below.Current M1 = CALCULATE ( SUM ( Table2[Balance] ), FILTER ( Table2, Table2[ Data Segregation] = "Current" ) ) >1 M1 = CALCULATE ( SUM ( Table2[Balance] ), FILTER ( Table2, Table2[ Data Segregation] = ">1" ) ) >2 M2 = CALCULATE ( SUM ( Table2[Balance] ), FILTER ( Table2, Table2[ Data Segregation] = ">2" ) )
Previous-Month CurrentM1 = CALCULATE(Table2[Current M1],NEXTMONTH('Calendar'[Date]))
Previous-Month >1M1 = CALCULATE(Table2[>1 M1],NEXTMONTH('Calendar'[Date]))
Previous-Month >2M2 = CALCULATE(Table2[>2 M2],NEXTMONTH('Calendar'[Date]))Create a table visual, select the Calendar[Year-Month] and all the measure as values level.
Best Regards,
Angelia
2 Replies
Hi,
Try this
- Create a Calendar Table and build a relatioship from the As of Date column of your Data Table to the Date column of your Calenda Table
- In the calendar table, extract the Year and Month from the Date column by using =YEAR(Calendar[Date]) and =FORMAT(Calendar[Table],"mmmm")
- In the visual, drag the Year and month columns from the calendar table
- Write the following calculated field formulas
=CALCULATE(SUM(Data[Balance]),NEXTMONTH(Calendar[Table]))
Hope this helps.
Hi ApurvaKhatri,
Use your sample table to test, get expected result.
1. Create a Calendar Table and build a relatioship from the your Fact Table(named Table2 in my formula) to your Calenda Table.Calendar = CALENDAR(MIN(Table2[As of Date]),MAX(Table2[As of Date]))
Create calculated column to get Year-Month column using the formula.Year-Month = YEAR('Calendar'[Date])&FORMAT('Calendar'[Date],"MMM")
2. Create measure using your formula below.Current M1 = CALCULATE ( SUM ( Table2[Balance] ), FILTER ( Table2, Table2[ Data Segregation] = "Current" ) ) >1 M1 = CALCULATE ( SUM ( Table2[Balance] ), FILTER ( Table2, Table2[ Data Segregation] = ">1" ) ) >2 M2 = CALCULATE ( SUM ( Table2[Balance] ), FILTER ( Table2, Table2[ Data Segregation] = ">2" ) )
Previous-Month CurrentM1 = CALCULATE(Table2[Current M1],NEXTMONTH('Calendar'[Date]))
Previous-Month >1M1 = CALCULATE(Table2[>1 M1],NEXTMONTH('Calendar'[Date]))
Previous-Month >2M2 = CALCULATE(Table2[>2 M2],NEXTMONTH('Calendar'[Date]))Create a table visual, select the Calendar[Year-Month] and all the measure as values level.
Best Regards,
Angelia
