Summarize Quick Measure Month-over-Month

[jrpallares89]

Hi all,

I have a problem in the total row of a table, specifically, in the column "Margen Real--MoM2"

with the standard quick measure for month-over-month calculation.

The formula is:

Margen Real--MoM2 =

IF(

    ISFILTERED('Calendar'[Date]),

    ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column."),

    VAR __PREV_MONTH =

        CALCULATE(

            SUM('ClosingSAP'[Margen Real--2022]),

            DATEADD('Calendar'[Date].[Date], -1, MONTH)

        )

    RETURN

            IF(__PREV_MONTH>SUM('ClosingSAP'[Margen Real--2022]),BLANK(),SUM('ClosingSAP'[Margen Real--2022]) - __PREV_MONTH)

)

And the expected value is 245.010,91€

I suspect this is the reason because the other measure "Real+UPA" also summarize in a wrong way.

Thanks in advance for any help.

[Anonymous · Accepted solution]

Hi @jrpallares89 ,

Please try to update the formula of measure [Margen Real--MoM2] as below and check whether it can return the correct result.

Margen Real--MoM2 =
VAR _selyear =
    SELECTEDVALUE ( 'Calendar'[Date].[Year] )
VAR _selmonth =
    SELECTEDVALUE ( 'Calendar'[Date].[MonthNo] )
VAR _preldate =
    DATE ( _selyear, _selmonth, 1 ) - 1
VAR __PREV_MONTH =
    CALCULATE (
        SUM ( 'ClosingSAP'[Margen Real--2022] ),
        FILTER (
            ALLSELECTED ( 'ClosingSAP' ),
            YEAR ( 'ClosingSAP'[Date] ) = YEAR ( _preldate )
                && MONTH ( 'ClosingSAP'[Date] ) = MONTH ( _preldate )
        )
    )
RETURN
    IF (
        __PREV_MONTH > SUM ( 'ClosingSAP'[Margen Real--2022] ),
        BLANK (),
        SUM ( 'ClosingSAP'[Margen Real--2022] ) - __PREV_MONTH
    )

If the above one can't help you get the desired result, please provide some sample data in your table ClosingSAP (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

[jrpallares89]

Thanks a lot!

It works!

[jrpallares89]

PS: I renamed the column for the visual to "Real GM MoM"