Forum Discussion

WillemC's avatar
WillemC
Resolver I
6 years ago
Solved

rolling sum: empty values in groups

Hi all,   I got a problem I can't wrap my head around. I'm trying to create a rolling sum for the past 12 weeks. I got sales data, which consists out of salesdate, productgroup, amount etc.   I...
Need Help
Show and Tell
  • WillemC's avatar
    WillemC
    6 years ago

    Okay, seems that I found the solution.

    I was using a column value to calculate instead of a measure...

     

    The following measure did what I wanted (except it allready creates a sum for the future 12 weeks)
    But this I could solve by filtering the matrix/graph to end at the current week.

    SUM Last 3M = 
CALCULATE (
    SUM( Sales[WEIGHT] );
    FILTER(ALL(Datumtabel[Date]);
          Datumtabel[Date] <= MAX(Datumtabel[Date]) 
          &&  
          DATEADD(Datumtabel[Date];84;DAY) >= MAX(Datumtabel[Date]      
    )
     )
      )

     

    Little side note, it's posible to use MIN instead of MAX, then it shows the sum of the previous 12 weeks instead of current + 11 weeks earlier.

WillemC's avatar
WillemC
Resolver I
6 years ago

Okay, seems that I found the solution.

I was using a column value to calculate instead of a measure...

 

The following measure did what I wanted (except it allready creates a sum for the future 12 weeks)
But this I could solve by filtering the matrix/graph to end at the current week.

SUM Last 3M = 
CALCULATE (
    SUM( Sales[WEIGHT] );
    FILTER(ALL(Datumtabel[Date]);
          Datumtabel[Date] <= MAX(Datumtabel[Date]) 
          &&  
          DATEADD(Datumtabel[Date];84;DAY) >= MAX(Datumtabel[Date]      
    )
     )
      )

 

Little side note, it's posible to use MIN instead of MAX, then it shows the sum of the previous 12 weeks instead of current + 11 weeks earlier.

  • WillemC's avatar
    WillemC
    Resolver I
    6 years ago

    Just one more note. Because of the extra weeks added, which I didn't want, I altered my calendar code and SUM-code.

    The datetable code has been altered, so the last day created in this datatable, is the last weekday of the maximum salesdate:

     

     

    Datumtabel = ADDCOLUMNS(
    CALENDAR( min(OMZETFEED[LEVDAT]) ; max(OMZETFEED[LEVDAT])-MOD(max(OMZETFEED[LEVDAT])-1;7)+7 ) ;
    "Jaar";year( [Date] );
    "Maandomschr."; FORMAT( [Date] ; "mmm");
    "Maandnr" ; month( [Date] );
    "Kwartaal-Jaar"; format( [Date] ; "\QQ") & "-" & year([Date]);
    "ISOWeeknr" ; WEEKNUM([Date];21);
    "ThisYear" ; if ([Date] >= DATE(YEAR(TODAY());1;1) && [Date] <= TODAY(); 1; 0);
    "Weekend/werkdag" ; if(WEEKDAY([Date];2)<6;"Werkdag" ; "Weekend");
    "Iso Year" ; IF( AND(WEEKNUM([Date];21) < 5;WEEKNUM([Date];2) > 50);year([Date])+1;IF(AND(WEEKNUM([Date];21) > 50;WEEKNUM([Date];2) < 5);year([Date])-1;year([Date])));
    "Week-Jaar"; IF( AND(WEEKNUM([Date];21) < 5;WEEKNUM([Date];2) > 50);year([Date])+1;IF(AND(WEEKNUM([Date];21) > 50;WEEKNUM([Date];2) < 5);year([Date])-1;year([Date]))) & 
    if(
    Weeknum([Date];21)<10;"0";blank())&WEEKNUM([Date];21);
    "WeekEndDate";[Date]-MOD([Date]-1;7)+7;
    "WeekStartDate";[Date]-MOD([Date]-1;7)+1
     )

     

     

    I've altered the measure to the following code, to get the correct sum values of that week and previous 12 weeks (so 13 weeks in total):

     

    SUM Last 13WKS = 
CALCULATE (
    SUM( OMZETFEED[GEWICHT] );
          DATESBETWEEN(Datumtabel[Date];FIRSTDATE(DATEADD(Datumtabel[Date];-84;DAY));LASTDATE(Datumtabel[Date])
    ))

     

     
    This is the result of the start & end period created with this formula:
    To create this table create 2 measures:

    FirstDate = FIRSTDATE(DATEADD(Datumtabel[Date];-84;DAY))
    and a measure:
    LastDate = LASTDATE(Datumtabel[Date])