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saket_mca1's avatar
saket_mca1
Frequent Visitor
9 years ago
Solved

Calculate Measure

Hi,

 

I have a scenairo in which I have to display 2(Sales, Sales_History) measure values by Region having 'Month-Year' as a filter. Consider like I have data for each day from Jan 2016 to July 2017 and I applied filter as Mar-2017. then valuse for measures should be as below

 

Sales:- Should display data for Mar-2017 month only.

Sales_History:- Should display data from Jan 2016 to Mar 2017.

 

For e.g

                              Sales                 Sales_History

--------------------------------------------------------

Region1                 20                          235 (Sum from Jan 2016 to Mar 2017 for Region1) 

Region2                 25                          225 (Sum from Jan 2016 to Mar 2017 for Region2)

Region1                 15                          215 (Sum from Jan 2016 to Mar 2017 for Region3)

Region1                 22                          205 (Sum from Jan 2016 to Mar 2017 for Region4)

 

Please anyone let me know how this can be done in Power BI.

 

Regards

Saket 

 

Need Help
  • v-caliao-msft's avatar
    v-caliao-msft
    9 years ago

    saket_mca1,

     

    This requirement can be done by a cumulative total. Please refer to the steps below to see the details.

    1. Create two calculate column in your date table.
      YearMonth = FORMAT(RegionSales[Date],"YYYY-MMM")
      YearMonth2 = FORMAT(RegionSales[Date],"YYYYMM")
    2. Create cumulative total measure
      Sales_History = CALCULATE(SUM(RegionSales[Sales]),FILTER(ALLEXCEPT(RegionSales,RegionSales[Region]),RegionSales[YearMonth2]<=MAX(RegionSales[YearMonth2])))

    Regards,

    Charlie Liao

2 Replies

  • v-caliao-msft's avatar
    v-caliao-msft
    Microsoft Employee
    9 years ago

    saket_mca1,

     

    This requirement can be done by a cumulative total. Please refer to the steps below to see the details.

    1. Create two calculate column in your date table.
      YearMonth = FORMAT(RegionSales[Date],"YYYY-MMM")
      YearMonth2 = FORMAT(RegionSales[Date],"YYYYMM")
    2. Create cumulative total measure
      Sales_History = CALCULATE(SUM(RegionSales[Sales]),FILTER(ALLEXCEPT(RegionSales,RegionSales[Region]),RegionSales[YearMonth2]<=MAX(RegionSales[YearMonth2])))

    Regards,

    Charlie Liao

    • saket_mca1's avatar
      saket_mca1
      Frequent Visitor
      8 years ago

      Hi Charlie,

       

      Thanks for your previous response. It helped me a lot. 

      In continuous to our discussion, I have the same requirement but with some change. In previous measure calculation we applied filter based on Region. But now I am looking for a calculated measure which don't have any filter.

       

      So that we can display the measure column not only with Region but also with other dimension column e.g. Product Category, Sales Type. 

       

      I tried doing that but didn't figure it out. So Please let me know if you can help me out with this requirement.

       

      Regards

      Saket