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E5254730's avatar
E5254730
Icon for Helper II rankHelper II
1 year ago
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Quarter Wise Calculations in a Table format

Hello, I have a below table format in Excel and would like to have similar output in PBI report My Excel data is as below: I would only like to have the calculations from Project Type ...
  • Deku's avatar
    1 year ago

    Add a date table, joined to the reporting date column, with a quarter column

    https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

     

    Add classification to rows and quarter to columns for a matrix visual. Then you would need measures for the values i.e.

     

    Active = calculate( countrows( facts), fact[status] = "Active" )

     

    Inactive = calculate( countrows( facts), fact[status] = "Inactive" )

     

    Sales = sum( fact[sales] )

     

    Not sure how you want to calculate the card percentages or the green Vs grey sales

  • FBergamaschi's avatar
    FBergamaschi
    1 year ago

    OK this is now clear

     

    Total Sales/Total Sales = Total Sales of Q1 / Total Sales of Q2

     

    what about Active, what is the meaning of that? So I can check the right DAX cose of that

     

    Deku suggested

     

    Active = calculate( countrows( facts), fact[status] = "Active" )

     

    Inactive = calculate( countrows( facts), fact[status] = "Inactive" )

     

    Sales = sum( fact[sales] )

     

    Rest will be

     

    Total Sales Q1 = CALCULATE ( [Sales], Calendar[Quarter]="Q1" )

     

    Total Sales Q2 = CALCULATE ( [Sales], Calendar[Quarter]="Q2" )

     

    Ratio = DIVIDE ( [Total Sales Q1], [Total Sales Q2] )

     

    Best

     

    If this helped, please consider giving kudos and mark as a solution

    @me in replies or I'll lose your thread

    consider voting this Power BI idea

    Francesco Bergamaschi

    MBA, M.Eng, M.Econ, Professor of BI

     

    but I want to be sure that Active is a count of rows or might be a number of distinc values of some column, can you clarify this?

     

     

     

    Thanks

  • Deku's avatar
    Deku
    1 year ago

    Add a extra condition in the calculate(). If the calendar table extends past the current year could use year( today() ) or some other logic if you want filtering to affect it

     

    Like

     

    Total Sales Q1 =

    Var maxYear = calculate(max( calendar[year] ), removefilters( calender) )

    Return

    CALCULATE ( [Sales], Calendar[Quarter]="Q1"

    Calendar[year] = maxYear)