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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
    Icon for Community Support rankCommunity 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
        Icon for Community Support rankCommunity 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