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Ashish_Mathur's avatar
Ashish_Mathur
Super User
11 months ago
Solved

Visual calculation measure pattern

Hi,

What would the pattern of a visual calculation measure in a scenario where there is a hierarchy of Year and then Work type in the row labels of a matrix visual.  The objective is to know the amount earned from the same work type in the earlier prior.  Please see expected result column.

  Amount Expected result
2025-26 12 57
Work A 12 23
2024-25 57 77
Work A 23 21
Work B 34 56
2019-20 77  
Work A 21  
Work B 56  

 

  • Hi Ashish_Mathur ,

     

    Still working out the use case for the visual calculations but since it's based on the line values and is not like excel exactly I have created the following calculations:

    Previous Year (support) = NEXT([Year]) 
    
    Previous Year = IF([Previous Year (support)] = [Year],NEXT( [Previous Year (support)]), [Previous Year (support)])
    
    Value = 
    IF(
       ISINSCOPE([Work]),
          LOOKUP([Sum of Amoount], [Work], [Work], [Year], [Previous Year]) , 
          LOOKUP([Sum of Amoount], [Year], [Previous Year])
     )

     

    Then hide the Previous Year columns

     

     

     

    Hope this helps you get started, has I said still trying some things and we can do more complex calculations for sure but this simple approach works.

     

     

4 Replies

  • Shahid12523's avatar
    Shahid12523
    Community Champion

    Expected Result Logic:
    For each Work Type and Year in the matrix, return the Amount from the same Work Type in the previous Year.
    DAX Pattern Summary:


    Expected Result =
    CALCULATE(
    [Amount],
    FILTER(
    ALL('DateTable'),
    'DateTable'[Year] = SELECTEDVALUE('DateTable'[Year]) - 1
    ),
    FILTER(
    ALL('Work'),
    'Work'[Work Type] = SELECTEDVALUE('Work'[Work Type])
    )
    )


    This works best in a matrix with Year and Work Type in rows

  • Thank you for replying.  I need to do this using visual calculations (not measures).

  • Hi Ashish_Mathur ,

     

    Still working out the use case for the visual calculations but since it's based on the line values and is not like excel exactly I have created the following calculations:

    Previous Year (support) = NEXT([Year]) 
    
    Previous Year = IF([Previous Year (support)] = [Year],NEXT( [Previous Year (support)]), [Previous Year (support)])
    
    Value = 
    IF(
       ISINSCOPE([Work]),
          LOOKUP([Sum of Amoount], [Work], [Work], [Year], [Previous Year]) , 
          LOOKUP([Sum of Amoount], [Year], [Previous Year])
     )

     

    Then hide the Previous Year columns

     

     

     

    Hope this helps you get started, has I said still trying some things and we can do more complex calculations for sure but this simple approach works.