Forum Discussion
Quarter Wise Calculations in a Table format
- 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
- 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
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@me in replies or I'll lose your thread
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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
- 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)
I was able to achieve the expected results with the sample data that I shared.
But when I added my actual data, it gives the count of all the years quarter wise.
In the actual data there are previous years data.
And when I filter Relative Date is in this year, the count is returning zero.
Any idea what is causing this error.
Please share an image of the error, with details of the visual settings
Thx