Switch Formula Help (summarizecolumn?)

[qthuynh]

I have a table to pulls in real-time data. This is fine when mgt. wants to see real-time data, but not so great when they only want to view data up to the last month. I've tried a few switch statements, but the end result does not give me what I need.

I'm looking for a DAX formula to show the total value based on the selected criteria of "Include Current Month".

E.g. if current month is selected then the total value would be X. If current month is "NO", then the total value would be X

[MFelix · Accepted solution]

Hi @qthuynh,

Create the following measures:

MTD_Calcution =
SUMX (
    Data;
    IF (
        MAX ( CurrentMonth[Current Month] ) = "YES";
        CALCULATE ( TOTALMTD ( SUM ( Data[Value] ); 'Calendar'[Date] ) );
        IF (
            MONTH ( TODAY () - DAY ( TODAY () ) )
                >= MONTH ( MAX ( 'Calendar'[Date] ) );
            CALCULATE ( TOTALMTD ( SUM ( Data[Value] ); 'Calendar'[Date] ) )
        )
    )
)

Total MTD =
IF (
    HASONEFILTER ( 'Calendar'[Date] );
    [MTD_Calcution];
    SUMX ( Data; [MTD_Calcution] )
)

Add the last measure to your table.

Regards,

MFelix

[Ashish_Mathur]

Hi,

You should be able to use relative date filters.

[MFelix]

Hi @qthuynh,

You just need to add a filter to your data using a calculate measure. I'm assuming you have a calendar table and a data table I made this mock up but should work also.

• Create a table (Current Month) with:
  • YES
  • NO
• Add the following measure

Total YTD =
IF (
    MAX ( CurrentMonth[Current Month] ) = "YES";
    CALCULATE ( TOTALMTD ( SUM ( Data[Value] ); 'Calendar'[Date] ) );
    CALCULATE (
        TOTALMTD ( SUM ( Data[Value] ); 'Calendar'[Date] );
        Data[Date]
            < TODAY () - DAY ( TODAY () )
    )
)

Use the measure you want the important part is the one in bold.

Final result will be like this:

Regards,

MFelix

[qthuynh]

Felix,

Your formula works, but then it doesn't include total at the bottom. I modified it from TOTALMYD to TOTALYTD. Follow up question, I tried adding in BLANK(), but the formula tells me that there's too many arguments in the formula. Max is 3.

Is there another nested formula to show blanks in the months without values?

(e.g. the highlighted values in YTD Actual should be a blank cell like the "Actual" column)

[MFelix · Accepted solution]

Hi @qthuynh,

Create the following measures:

MTD_Calcution =
SUMX (
    Data;
    IF (
        MAX ( CurrentMonth[Current Month] ) = "YES";
        CALCULATE ( TOTALMTD ( SUM ( Data[Value] ); 'Calendar'[Date] ) );
        IF (
            MONTH ( TODAY () - DAY ( TODAY () ) )
                >= MONTH ( MAX ( 'Calendar'[Date] ) );
            CALCULATE ( TOTALMTD ( SUM ( Data[Value] ); 'Calendar'[Date] ) )
        )
    )
)

Total MTD =
IF (
    HASONEFILTER ( 'Calendar'[Date] );
    [MTD_Calcution];
    SUMX ( Data; [MTD_Calcution] )
)

Add the last measure to your table.

Regards,

MFelix

[qthuynh · Accepted solution]

Excellent solution @MFelix. I went down a slightly different path.

Step 1 - Added a new calculated column to my date table

     IsCurrentMonth = IF(MONTH(Dates_Table[Date]) = MONTH(TODAY()) && YEAR(Dates_Table[Date]) = YEAR(TODAY()),1,0)

Step 2 - Created new measure to exclude current month

     Month excl = CALCULATE( SUM ( Data[Value] ), Dates_Table[IsCurrentMonth]=0 )

Step 3 - Changed name of original measure to Month incl

     Month incl = SUM( Data[Value] )

Step 4 - Created Switch Measure referencing Month excl & incl and added it to the table

     Month = SWITCH ( TRUE(),

                        VALUES ( 'Month View'[Month View] ) = "Yes", [Month incl],

                        VALUES ( 'Month View'[Month View] ) = "No", [Month excl],

                        0 )