Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
lsullivan6311
Helper III
Helper III

Table or Matrix visualization - Max monthly numbers, YTD Max for regions and aggregate numbers

I would like to have one table or matrix with a Sales Region, then columns for the following information:

  • Max monthly rate for the region for 12/2020
  • Max Monthly rate for the region for 12/2021
  • Max YTD(yearly) rate for the region for 12/2020
  • Max YTD(yearly) rate for the region for 12/2021
  • Sum YTD (yearly) total for the region for 12/2020
  • Sum YTD(Yearly) total for the region for 12/2021 

Currently, I have had to have 4 different Matrixes(1 monthly, 1 peak 2020, 1 peak 2021, and 1 for aggregate numbers), side by side, repeating the Region each time, not a pretty site or very manageable. 

My current YTD Max Measure reads as follows:

PeakRegionYTD = SUMX ( SUMMARIZE (TABLE, [Customer], [Region], [YearMonth].[Year], "PeakRegionYTD", MAX (TABLE[Sales])), [PeakRegionYTD] 

 

If I then filter for the year, I get the result I want, but I cannot combine Max Month, MaxYTD, and Aggregate all together in one table.  If there a measure that I could write that could utilize MAX and YTD for current year and prior year?  I have played around with this and have been unsuccessful thus far.  I am not able to post example data or I would, so please do not ask. 

 

1 ACCEPTED SOLUTION

These calculations provided the max for the lowest level (which is customer, even if I choose Region), so when I have Region, it provided the customer with the month max for the year, not the max for the region.

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@lsullivan6311 , You can try measures like

 

YTD Max= CALCULATE(Max(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Max= CALCULATE(Max(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

MTD MAX= CALCULATE(MAX(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD MAX= CALCULATE(MAX(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

These calculations provided the max for the lowest level (which is customer, even if I choose Region), so when I have Region, it provided the customer with the month max for the year, not the max for the region.

Helpful resources

Announcements
Europe Fabric Conference

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

Power BI Carousel June 2024

Power BI Monthly Update - June 2024

Check out the June 2024 Power BI update to learn about new features.

RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.