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smanderson
Frequent Visitor

Removing filter context from calendar hierarchy

Here's an example of the issue with some dummy data:

 

I am adding annual projections to a number that is a sum from a different table. 

I have historical data that is aggregated monthly

 

I've made a measure that adds the annual projection adjustments to the current value, but the filter context is still monthly when you drill down.  That means that only the months that hold the actual projeciton are reduced and the others are left at the scalar value. 

 

I would like the projection to evaluate in a yearly context no matter what level of drill down is selected. 

 

I've experimented with REMOVEFILTERS and CALCULATE , but I haven't found the right formula that would result in a sloped line instead of downward spikes whenever the projection month shows up. 

 

The formulat I'm using so far for the measure is:

Adjusted projected capacity =
SUM('Bus capacity'[Seating Capacity]) + SUM('Proejction'[Projected seating reduction])

 

smanderson_1-1629759454596.png

smanderson_2-1629760085377.png

 

 

 

 

 

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

@smanderson ALLEXCEPT('Calendar'[Year]) ?


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3 REPLIES 3
Greg_Deckler
Super User
Super User

@smanderson ALLEXCEPT('Calendar'[Year]) ?


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@Greg_Deckler 

 

That was certainly better than anything I had tried so far. 

 

It resullted in a stepped line.  Is there a way to make it a gradual slope the same way it would look if the viz was aggregated by year instead of steps? 

 

smanderson_0-1629816330979.png

 

@smanderson Hmm. Well, one way would be to add a trend line. The other way you could compute the y-intercept and slope of the line and then return points using that line equation.


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Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
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The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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