The Aggregate for Year includes the values excluded for Quarters

[ahussnain]

Hi, Please read through with patience as explanation of the problem may not be great.

I have table Site and Sales. 

Site is Name and Quarter Acquired

SiteX Q1,2017

SiteY Q2, 2017

SiteZ Q2,2017

Sales is Quarter, SiteName, $ and Sales have been going on previous to Acquisitions

Q1,2017 SiteX 10

Q1,2017 SiteY 20

Q1,2017 SiteZ  30

Q2,2017 SiteX 11

Q2,2017 SiteY 22

Q2,2017 SiteZ  33

Q3,2017 SiteX 13

Q3,2017 SiteY 23

Q3,2017 SiteZ  33

SalesafterAcquision:= calculate(sum($), Filter(Site, max(date)>=Acquiredate>=min(date))

I want to see the report showing total sales of all sites since acquisition, so I get this

Q1       Q2              Q3                      2017 (yearly aggregate)

10    (11+21)    (12+22+32)       (10+20+30+11+21+31+12+22+32)

I want the 2017 to show only 10+11+21+12+22+32.  

Any ideas?

[Anonymous]

HI @ahussnain,

Can you please provide something detail? I can't find the corrsponed records from your expected result and original table.

Bold part:

Q1       Q2              Q3                      2017 (yearly aggregate)
10    (11+21)    (12+22+32)       (10+20+30+11+21+31+12+22+32)

Regards,

Xiaoxin Sheng

[Greg_Deckler]

Well, as near as I can read this, you are going to need to create a new column in your Site table with something like a RIGHT in order to capture the quarter on its own. Then, you should be able to create a metric that does what you want, where you filter your metric such that you exclude quarters that are before your aquisition date.