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pereir20
New Member

Rolling total of calculated measure

I have developed measures to identify % variances between years, however, I am attempting to "sum" these together to create a rolling total. I was able to successfully create a formula to do this, however, when I published the report I received the error "visual has exceeded the available resources". I am trying to identify a more streamlined method of calculating the rolling total.

 

Example: The % increase between 2016 and 2018 is 8.3% and the price between 2017 and 2018 is 7.9%. I would like the 'Price Δ Aggregate' field show the running total of 'Price Δ % (Aggregate)' as shown below. 

 

Delivery YearPrice Δ % (Aggregate)Price Δ Aggregate
20160.00%0.00%
20178.30%8.30%
20187.90%16.20%

 

I was able to use the below measure to calculate the correct 'Price Δ Aggregate', however, I am receiving the resource error. Is there a more efficient way to perform this calculation?

 

Price Δ Aggregate = CALCULATE(SUMX(ADDCOLUMNS(SUMMARIZE(Data,Data[Delivery Year]),"Priceagg", [Price Δ % (Aggregate)]),[priceagg]),FILTER(ALLSELECTED(Data),Data[Delivery Year]<=MAX(Data[Delivery Year])))

 

1 ACCEPTED SOLUTION
OwenAuger
Super User
Super User

@pereir20

I would try simplifying your measure down to something like this:

Price Δ Aggregate =
SUMX (
    FILTER (
        ALLSELECTED ( Data[Delivery Year] ),
        Data[Delivery Year] <= MAX ( Data[Delivery Year] )
    ),
    [Price Δ % (Aggregate)]
)

Filtering (a subset of) the entire fact table with FILTER ( ALLSELECTED ( Data ) ... ) is probably contributing to the performance problems. You can get away with just filtering Delivery Year.

 

Does this still return the correct result, and is there any performance improvement?

 

Regards,

Owen


Owen Auger
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View solution in original post

2 REPLIES 2
OwenAuger
Super User
Super User

@pereir20

I would try simplifying your measure down to something like this:

Price Δ Aggregate =
SUMX (
    FILTER (
        ALLSELECTED ( Data[Delivery Year] ),
        Data[Delivery Year] <= MAX ( Data[Delivery Year] )
    ),
    [Price Δ % (Aggregate)]
)

Filtering (a subset of) the entire fact table with FILTER ( ALLSELECTED ( Data ) ... ) is probably contributing to the performance problems. You can get away with just filtering Delivery Year.

 

Does this still return the correct result, and is there any performance improvement?

 

Regards,

Owen


Owen Auger
Did I answer your question? Mark my post as a solution!
Blog
LinkedIn

Thanks Owen, this solution is much more efficient reducing the processing time dramatically. I appreciate your help!

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