Forum Discussion

marcus505's avatar
marcus505
Frequent Visitor
8 years ago
Solved

Fiscal Year Calculated Columns

Hi,

 

I am trying to create calculated columns that bring out results per Quarter / month per month based on type of caller.

 

 

For example

 

If Month = April and Year = 2018

and Type of caller = "email"

then sum values

 

I am new to PowerBI, this is what i have managed to piece together.

 

 

Any help id greatly appreciated.

 

Thanks,

 

  • Hi marcus505,

     

    Yes, here you should update your formula like this.

     

    Measure = CALCULATE(SUM(fabric_swishs[fabric_typeofcaller]),FILTER(fabric_swishs,fabric_swishs[fabric_dateofcall].[Month]="August" && fabric_swishs[fabric_dateofcall].[Year]=2018 && fabric_swishs[fabric_typeofcaller]=
    
    555510002))

    Regards,

    Frank

10 Replies

  • Hi there

    You could try this:

    My Measure = CALCULATE(SUM(fabric_swishs[Fabric]), TableName[Month] = "April" && TableName[Year] = "2018" && TableName[Type of Caller] = "email")
  • v-frfei-msft's avatar
    v-frfei-msft
    Community Support

    Hi marcus505,

     

    Based on my test, we can use the formula to get the result as we excepted.

     

    Measure = CALCULATE(SUM(fabric_swishs[values]),FILTER(fabric_swishs,fabric_swishs[month]="April" && fabric_swishs[Year]=2018 && fabric_swishs[Type of caller]="email"))

     

    For more details, please check the pbix as attached. If it doesn't meet your requirement, kindly share your sample data to me.

     

    https://www.dropbox.com/s/socoo6aggzse5e7/Fiscal%20Year%20Calculated%20Columns.pbix?dl=0

     

    Regards,

    Frank

    • marcus505's avatar
      marcus505
      Frequent Visitor

      Thanks, I used the following but results in an error :

       

      SyntaxEditor Code Snippet

      Measure = CALCULATE(SUM(fabric_swishs[fabric_typeofcaller]),FILTER(fabric_swishs,fabric_swishs[fabric_dateofcall].[Month]="August" & fabric_swishs[fabric_dateofcall].[Year]=2018 && fabric_swishs[fabric_typeofcaller]="Family"))

      Table name

       

      fabric_swishs

      Pick list that has multiple values

      fabric_typeofcaller

       

      Month I am filtering on

       

      fabric_dateofcall

       

      Error

       

       

      • v-frfei-msft's avatar
        v-frfei-msft
        Community Support

        Hi marcus505,

         

        Could you please share your pbix to me? You can upload your pbix to dorpbox and paste the link here directly.

         

        Regards,

        Frank