Revenue lost in Next year

[Ramfeb27]

Hi Everyone, please help me on the below use case

I want to calculate Revenue lost in the next year value. In the below sample data, in the Lost column, whichever record is marked as 1 needs to multiply with the previous year revenue.
Ex: In the below data, Customer 9020 has 1 in the Lost column for 2021. So now, as per the business logic, it needs to multiply with the previous year revenue (1 * 486,715 (prev year revenue) = 486715).

Cus#	Year	Revenue	Lost
9019	2020	68,505	0
9019	2021	472,876	0
9019	2022	486,715	0
9019	2023	-	0
9019	2024	89,725	0
9020	2020	486,715	0
9020	2021	68,505	1
9020	2022	-	0
9020	2023	472,876	0
9020	2024	792,525	0
9021	2020	152,896	0
9021	2021	258,456	1
9021	2022	987,456	0
9021	2023	258,743	1
9021	2024	325,698	0

Ex2: Customer 9021 has two 1's in 2021 & 2023 so his value should be:
(1 * 152,896) = 152,896
(1 * 258,743) = 258,743

So final output will be:

2020	2021	2022
0	(486715 + 152896) = 639611	258,743

Which is the best way, Measure or Calculated Column?

[Anonymous]

Hi @Ramfeb27 ,

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Xiaoxin Sheng

[mariussve1 · Accepted solution]

Hi @Ramfeb27 🙂

You can try this measure:

Lost Revenue Measure = 
VAR __PrevYear =
    SELECTEDVALUE ( Demo[Year] ) - 1
VAR __CustID =
    SELECTEDVALUE ( Demo[Cus#] )
VAR __PrevRevenue =
    LOOKUPVALUE ( Demo[Revenue], Demo[Year], __PrevYear, Demo[Cus#], __CustID )
RETURN
    IF ( SELECTEDVALUE ( Demo[Lost] ) = 1, __PrevRevenue )

Or if you prefer a calculated column:

Lost Revenue Calculated Column = 
    VAR __PrevYear = Demo[Year] - 1
    VAR __CustID = Demo[Cus#]
    VAR __PrevRevenue =
        LOOKUPVALUE ( Demo[Revenue], Demo[Year], __PrevYear, Demo[Cus#], __CustID )
    RETURN
        IF ( Demo[Lost] = 1, __PrevRevenue )

I just copied your tabel above and named it "Demo", and this is the result:

[Sahir_Maharaj]

Hello @Ramfeb27,

Can you please try this approach:

Revenue_Lost_Next_Year = 
VAR PrevYear = SELECTEDVALUE('RevenueTable'[Year]) - 1
VAR Revenue_Lost =
    SUMX(
        FILTER(
            ALL('RevenueTable'),
            'RevenueTable'[Year] = PrevYear && 'RevenueTable'[Lost] = 1
        ),
        'RevenueTable'[Revenue]
    )
RETURN
    Revenue_Lost

[SamanthaPuaXY]

Hi @Ramfeb27 I'm not quite getting the logic that you want with example 2.

Cus#	Year	Revenue	Lost
9019	2020	68,505	0
9019	2021	472,876	0
9019	2022	486,715	0
9019	2023	-	0
9019	2024	89,725	0
9020	2020	486,715	0
9020	2021	68,505	1
9020	2022	-	0
9020	2023	472,876	0
9020	2024	792,525	0
9021	2020	152,896	0
9021	2021	258,456	1
9021	2022	987,456	0
9021	2023	258,743	1
9021	2024	325,698	0

Ex2: Customer 9021 has two 1's in 2021 & 2023 so his value should be:
(1 * 152,896) = 152,896 -> This takes 2020 Customer 9021
(1 * 258,743) = 258,743 -> Isn't this supposed to take 2022 Customer 9021 which is 987,456?
And if there's the previous year revenue loss of 2022 is including 2023?