Forum Discussion

MV13's avatar
MV13
Frequent Visitor
8 years ago
Solved

TOP N filter across previous months based on current Month

Hi All

 

I am trying to create a report where the user uses a date slicer (Eg 01/01/2014 - 04/08/2015) to filter the report, I have a number of categories that I would like to display within a stacked column chart.

 

The column chart will have the X axis as the dates. I would like to filter this chart by the TOP 10 categories (By Value)  in the latest period (So if the last date is 12/01/2017, the latest period would be January 2017). So in essence the previous months must show the same top 10 as the latest month (i.e I would like to see how the top 10 in the latest month performed over previous months).

 

The table below is a high level example of the data, where Value is summed across categories 

Category

Value

Date

Category 1

0.2

11/01/2018

Category 2

1

03/02/2017

Category 3

0.3

05/05/2013

Category N

0.5

06/04/2014

 

I hope I could describe my issue clearly. Thanks in advance

  • OwenAuger's avatar
    OwenAuger
    8 years ago

    Hi MV13

     

    Here's something I mocked up earlier in the day and just got home to post.

    PBIX link

     

    I set up a basic data model with a Calendar table and a Data table, with Data containing columns Date, Category, Value.

     

    To calculate the sum of Value in any time period for the top 10 Categories (determined in the latest month), the measure I wrote has 3 parts:

    1. Define the time period where the top 10 Categories will be determined (the 'max' month in this case)
      I added a parameter to choose between the max date filtered & the max date present in the data.
      Regardless, the max date is expanded out to a calendar month (in variable MaxMonth), and this time period is used to determine the top 10 Categories.
    2. Determine the top 10 Categories in that month (stored in variable TopCategories)
    3. Calculate sum of Value filtered to those categories.

    Here is the actual measure (colour-coding matches above):

    Value Sum For Top 10 Categories in Max Month = 
// Get Relative or Absolute selection
VAR MaxDateOption =
    SELECTEDVALUE ( 'Max Date Option'[Max Date Option] )
    // Get Max Date
VAR MaxDate =
    SWITCH (
        MaxDateOption,
        "Latest Data", CALCULATE ( MAX ( Data[Date] ), ALL ( Data ) ),
        "Current Date Filter", CALCULATE ( MAX ( 'Calendar'[Date] ), ALLSELECTED ( 'Calendar' ) )
    )
// Expand this to a calendar month
VAR MaxMonth =
    CALCULATETABLE (
        PARALLELPERIOD ( 'Calendar'[Date], 0, MONTH ),
        'Calendar'[Date] = MaxDate
    )    
// Get Top 10 Categories in that month
VAR TopCategories =
    CALCULATETABLE (
        TOPN ( 10, ALL ( Data[Category] ), CALCULATE ( [Value Sum], MaxMonth ) )
    )
// Return Value Sum filtered to those Categories
RETURN
    CALCULATE ( [Value Sum], KEEPFILTERS ( TopCategories ) )

    Well, that's how I would approach it.

     

    The part in red can be adjusted to whatever method you want to use to determine the 'max' month.

     

    Regards,

    Owen 🙂

10 Replies

  • v-xjiin-msft's avatar
    v-xjiin-msft
    Icon for Solution Sage rankSolution Sage
    8 years ago

    Hi MV13,

     

    To achieve your requirement, please refer to following method:

     

    1. create a new column called YearMonth to make groups:

     

    YearMonth = YEAR(Test[Date])*100 + MONTH(Test[Date])

    2. create a new column to make sequence for the values in each YearMonth group:

     

    Rank =
RANKX (
    FILTER ( Test, Test[YearMonth] = EARLIER ( Test[YearMonth] ) ),
    Test[Value],
    ,
    ASC,
    DENSE
)

    3. Then you can create a new calculate table to get the top 10 values of each YearMonth group based on the Rank column:

     

    TopN = FILTER(Test,Test[Rank]<=3)

    I selected top 3 in my sample

     

    4. Use this new calculated table to create the column chart.

     

    If above method doesn't satisfy your requirement. Please share us more information like some original sample data which we can copy and paste directly and its expected result. So that we can get a right direction and make some proper tests.

     

    Thanks,
    Xi Jin.

    • MV13's avatar
      MV13
      Frequent Visitor
      8 years ago

      Hi v-xjiin-msft

       

      Thank you for your response, I have tried your solution based on the same data that you have used.  From what I understand this gives me the top N for each month, this is useful however, what I am trying to visualise is how the top N in the latest period has performed over previous periods, so in this example, the top N for January 2018 is Category 1,2,3 and 5. So in my visual, I should only see categories 1,2,3 and 5 across the previous months, i.e Category 4 should not appear in December 2017.

       

       

      Note: For any given month, a category can appear multiple times, I have a total of 300+ categories.  In addition to date, I am slicing this date by the Plant (Factory) that it comes from, as well as the Area within the factory. 

       

      CategoryValueDatePlantArea
      Category 10.512/01/2016Plant 1A1
      Category 20.412/05/2016Plant 1A2
      Category 20.512/05/2016Plant 2A3
      Category 30.612/21/2016Plant 1A1
      Category 40.112/28/2016Plant 1A3
      Category 50.812/18/2016Plant 1A1
      Category 10.21/2/2017Plant 1A2
      Category 20.31/15/2017Plant 1A4
      Category 30.11/12/2017Plant 1A2
      Category 4 0.81/19/2017Plant 1A1
      Category 50.11/25/2017Plant 1A3

       

      I will try to dummy up some of the actual data so that it is easier for you to understand my issue. For some context, I am looking at the duration of downtimes in a plant(Value) and the cause of the downtime (Category). 

       

      Thanks

       

      • OwenAuger's avatar
        OwenAuger
        Icon for Super User rankSuper User
        8 years ago

        Hi MV13

         

        Here's something I mocked up earlier in the day and just got home to post.

        PBIX link

         

        I set up a basic data model with a Calendar table and a Data table, with Data containing columns Date, Category, Value.

         

        To calculate the sum of Value in any time period for the top 10 Categories (determined in the latest month), the measure I wrote has 3 parts:

        1. Define the time period where the top 10 Categories will be determined (the 'max' month in this case)
          I added a parameter to choose between the max date filtered & the max date present in the data.
          Regardless, the max date is expanded out to a calendar month (in variable MaxMonth), and this time period is used to determine the top 10 Categories.
        2. Determine the top 10 Categories in that month (stored in variable TopCategories)
        3. Calculate sum of Value filtered to those categories.

        Here is the actual measure (colour-coding matches above):

        Value Sum For Top 10 Categories in Max Month = 
// Get Relative or Absolute selection
VAR MaxDateOption =
    SELECTEDVALUE ( 'Max Date Option'[Max Date Option] )
        // Get Max Date
VAR MaxDate =
    SWITCH (
        MaxDateOption,
        "Latest Data", CALCULATE ( MAX ( Data[Date] ), ALL ( Data ) ),
        "Current Date Filter", CALCULATE ( MAX ( 'Calendar'[Date] ), ALLSELECTED ( 'Calendar' ) )
    )
// Expand this to a calendar month
VAR MaxMonth =
    CALCULATETABLE (
        PARALLELPERIOD ( 'Calendar'[Date], 0, MONTH ),
        'Calendar'[Date] = MaxDate
    )        
// Get Top 10 Categories in that month
VAR TopCategories =
    CALCULATETABLE (
        TOPN ( 10, ALL ( Data[Category] ), CALCULATE ( [Value Sum], MaxMonth ) )
    )
// Return Value Sum filtered to those Categories
RETURN
    CALCULATE ( [Value Sum], KEEPFILTERS ( TopCategories ) )

        Well, that's how I would approach it.

         

        The part in red can be adjusted to whatever method you want to use to determine the 'max' month.

         

        Regards,

        Owen 🙂