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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Summerize rows differences in one table

Hi,

 

Each month from my CRM I got an extract of my current customers that I aggregate on a single table:

 

 

 

 

name		creationDate	sales	Date
Customer 11	12/04/2021		500		avr-21
Customer 10	19/01/2021		600		avr-21
Customer 9	16/11/2020		600		avr-21
Customer 7	12/11/2020		500		avr-21
Customer 6	14/09/2020		300		avr-21
Customer 6	14/09/2020		600		avr-21
Customer 5	31/08/2020		200		avr-21
Customer 5	31/08/2020		200		avr-21
Customer 4	10/02/2021		600		avr-21
Customer 4	17/10/2019		400		avr-21
Customer 3	12/03/2019		450		avr-21
Customer 3	08/03/2019		450		avr-21
Customer 12	12/05/2021		600		mai-21
Customer 11	12/04/2020		500		mai-21
Customer 10	19/01/2021		300		mai-21
Customer 9	16/11/2020		600		mai-21
Customer 8	12/11/2020		500		mai-21
Customer 7	10/05/2021		500		mai-21
Customer 7	12/11/2020		500		mai-21
Customer 6	14/09/2020		600		mai-21
Customer 4	10/02/2021		600		mai-21
Customer 3	12/03/2019		600		mai-21
Customer 3	08/03/2019		450		mai-21

 

 

 

 

I need to identify the news business and too the lost business like that:

 

 

 

 

name			sales
Customer 12		600
Customer 10		-300
Customer 8		500
Customer 7		500
Customer 6		-300
Customer 5		-400
Customer 4		-400
Customer 3		150

 

 

 

 

using 

MTD Sales = CALCULATE(SUM(table[sales]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(table[sales]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

 

I manage to have

 

 

 

name			sales
Customer 12		600
Customer 10		-300
Customer 8		500
Customer 7		500
Customer 6		-300
Customer 4		-400
Customer 3		150

 

 

 

 

but the line Customer 5 is missing (was customer on april but not anymore in may)

 

My question: how can I get the line Customer 5 included with the others rows?

 

Thanks

 

 

 

Need Help
  • edhans's avatar
    edhans
    5 years ago

    This measure will return this table. You cannot get a table like you are showing above using the MTD values because your visual has no dates, so nothng for DatesMTD to work on.

    Sales Difference = 
VAR varLastDate = 
    CALCULATE(
        MAX(Sales[Date]),
        ALLEXCEPT(Sales,'Date')
    )
VAR varPreviousDate = EOMONTH(varLastDate,-1)
VAR varCurrentDates = 
    FILTER(
        ALL('Date'[Date],'Date'[Month End]),
        'Date'[Month End] = varLastDate
    )
VAR varPreviousDates = 
    FILTER(
        ALL('Date'[Date],'Date'[Month End]),
        'Date'[Month End] = varPreviousDate
    )
VAR varCurrentSales = 
    CALCULATE(
        [Total Sales],
        varCurrentDates
    )
VAR varPreviousSales = 
    CALCULATE(
        [Total Sales],
        varPreviousDates
    )
VAR Result = varCurrentSales - varPreviousSales
RETURN
    Result

     

    You can see my PBIX here with the date table I am using. 


    If that is not what you want, please provide more info, but DATESMTD() requires a date in the filter context to operate on, and the result table you show above has no date in it.

     

5 Replies

  • edhans's avatar
    edhans
    Community Champion
    5 years ago

    This measure will return this table. You cannot get a table like you are showing above using the MTD values because your visual has no dates, so nothng for DatesMTD to work on.

    Sales Difference = 
VAR varLastDate = 
    CALCULATE(
        MAX(Sales[Date]),
        ALLEXCEPT(Sales,'Date')
    )
VAR varPreviousDate = EOMONTH(varLastDate,-1)
VAR varCurrentDates = 
    FILTER(
        ALL('Date'[Date],'Date'[Month End]),
        'Date'[Month End] = varLastDate
    )
VAR varPreviousDates = 
    FILTER(
        ALL('Date'[Date],'Date'[Month End]),
        'Date'[Month End] = varPreviousDate
    )
VAR varCurrentSales = 
    CALCULATE(
        [Total Sales],
        varCurrentDates
    )
VAR varPreviousSales = 
    CALCULATE(
        [Total Sales],
        varPreviousDates
    )
VAR Result = varCurrentSales - varPreviousSales
RETURN
    Result

     

    You can see my PBIX here with the date table I am using. 


    If that is not what you want, please provide more info, but DATESMTD() requires a date in the filter context to operate on, and the result table you show above has no date in it.

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      5 years ago

      Thanks very much for this. Is working on the sample data (fake) but not in the true one, and so far I don't undestand why. May be is linked to a bad explanation on my side of the sales lines. To try to be clear the lines in may are not necessary new income and most of the time they are pre-existing income .

       

      Total Sales = SUM(Sales[Sales]) is wrong in a way is not possible to SUM several time the same lines presents in april and may. For instance the total sales for Customer 3 in may is 1050 and in april 900. The difference is 150 between this 2 months but display 1950 Total sales is not exact. 
       
      Hope to be understood and I think I me very close to the solution.
       
      Thanka again
      • edhans's avatar
        edhans
        Community Champion
        5 years ago

        The total sales was just me adding data together. You can remove that from the visual. the difference is accurate.

         

        If you want help you need to be very clear on what you want. If you get rid of my [Total Sales] measure from the visual, it returns the 2 column visual you had above, the customer, and the difference. Otherwise, please read the instructions below. Remember, I know nothing about your data, so explan clearly.

         

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