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Hello dear comunity,
I have a financial dashboard with two main tables.
A date table and a table with all accounting movements, including movements between companies of the group.
First, I createt a calculation group for dynamic periods, like QTD, YTD, Last 6 Months, ...
This is the base code:
VAR _datetable = 'Date'
VAR _today = TODAY()
VAR _month = MONTH(TODAY())
VAR _quarter = QUARTER(TODAY())
VAR _year = YEAR(TODAY())
VAR _thisquarterstart = DATE(_year, SWITCH(TRUE(), _quarter = 1,1, _quarter=2,4, _quarter=3,7,10) ,1)
VAR _previousquarterstart = EDATE(_thisquarterstart, -3) // New variable for the start of the previous quarter
VAR _thisyearstart = DATE(_year,1,1)
VAR _QTD = FILTER('Date','Date'[Date]<=_today && 'Date'[Date] >= _thisquarterstart)
VAR _YTD = FILTER('Date','Date'[Date]<=_today && 'Date'[Date] >= _thisyearstart)
VAR _PreviousQuarter = FILTER('Date','Date'[Date] < _thisquarterstart && 'Date'[Date] >= _previousquarterstart)
VAR _Last6Months = FILTER('Date','Date'[Date]>_today-181)
VAR _Last12Months = FILTER('Date','Date'[Date]>_today-366)
RETURN
CALCULATE ( SELECTEDMEASURE(), _Last6Months )
It filters in both table but in the table of the previous year stops doing the YTD:
The second question is about the aggregated transactions between companies, for that I created another calculation group, where the user can select the company A, company B and movements between Company A - Company B (all movements of company A + all movements of company B - movements between the two companies):
VAR _A = FILTER('Movements','Movements'[Company] = "A")
VAR _B = FILTER('Movements','Movements'[Company] = "B")
VAR _A_B =
FILTER(
'Movements',
('Movements'[Company] = "A" || 'Movements'[Company] = "B") &&
('Movements'[InterCo] <> "A-B")
)
RETURN
CALCULATE ( SELECTEDMEASURE(), _A )
But This doesn't work - both tables I got monthly values and all the values in second table are equal to the first table:
I know it's confusing but any help would be incredibly appreciated
Thank you,
Simao
@simaotc , The calculation group do not seem fine to me refer how the time based and other meausre based calculation groups are created and used
Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0
Model explorer public preview with calculation group authoring| Measure Slicer: https://youtu.be/VfxfJJ0RzvU
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