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Anonymous
Not applicable

YOY Total with IF Condition on customer value

Hi All, 

 

I need to show the Total Value for each YEAR based on IF condition applied on the customer. 

 

Example for 1 customer in current year:

If (Total Sales = 0 , Last Year Sales, Total Sales)

 

I have tried the following: 

value_last_FY = CALCULATE(SUM(Sales[Value]),SAMEPERIODLASTYEAR('Date'[Date]))
tmp_value = IF(SUM(Sales[Value]) = 0 , [value_last_FY] , SUM(Sales[Value]))
total_value = SUMX('Date', [tmp_value ])
 
total_value works well when Year & Customer column is added in the table view, 
BUT, When I remove Customer column, the total value for each year does not sum up correctly 
 
Thank you in advacne
 
 
 
 

 

 

1 ACCEPTED SOLUTION

@Anonymous , Please find the file. I have corrected tmp_value. Refer Page 4

I created a new table for customer 

View solution in original post

6 REPLIES 6
amitchandak
Super User
Super User

@Anonymous , you can have 

value_last_FY = CALCULATE(SUM(Sales[Value]),SAMEPERIODLASTYEAR('Date'[Date]))
or
value_last_FY = CALCULATE(SUM(Sales[Value]),dateadd('Date'[Date],-1,year))

 

use isblank

tmp_value = IF( isblank(SUM(Sales[Value])) , [value_last_FY] , SUM(Sales[Value]))

 

tmp_value = IF( isblank(SUM(Sales[Value])) || SUM(Sales[Value]) =0  , [value_last_FY] , SUM(Sales[Value]))

Anonymous
Not applicable

@amitchandak :  Thanks for your response.


Please see the screen shot.  total_value measure works well with Year ->   Customer -> total_value 

BUT, on the aggregated view the Total does not sum up correctly

Aggregation_is_wrong1.jpg

@Anonymous , you have try like

 

total_value = SUMX(values('Date'[Date]), [tmp_value ])

 

total_value = SUMX(values('Date'[Year]), [tmp_value ]) // on second one if first one does work there

 

That is the row context. So the grand total is calculated again.  This will force it take from row totals

Anonymous
Not applicable

@amitchandak : Somehow it is not working, but I think of the following issue. 

 

In IF measure , I would like to consider prevoius year value of the same customer , ONLY when customer has NO order in current FULL  year. 

In the current scenario, it is picking prevoius year value based on the Date[Date]. It seems like something to do with SUMMARIZE 

 

Any Idea?

 

 

Anonymous
Not applicable

@amitchandak  I have uploaded a sample PBIX file. Can you please take a look .

https://drive.google.com/drive/folders/1E_k7VbgImoTft43JOncSMrwrWtCwVUVx?usp=sharing

 

The correct Estimate_Value measure should be total of tmp_value measure per year. (Total at year level is not correct).

FY Year starts from 01st Sept. Below is the desired result .

 

2018 - 18558377 

2019 - 22658571

2020 - 25084241

2021 - 29162252

 

What am I missing here ? Thanks a lot for your support.

 

 

@Anonymous , Please find the file. I have corrected tmp_value. Refer Page 4

I created a new table for customer 

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