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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:

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

1 ACCEPTED SOLUTION
Super User

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

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DAX is easy, CALCULATE makes DAX hard...
3 REPLIES 3
Super User

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

Become an expert!: Enterprise DNA
External Tools: MSHGQM
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...
Frequent Visitor

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?

Super User

@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.

Become an expert!: Enterprise DNA
External Tools: MSHGQM
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...