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 ...
  • v-frfei-msft's avatar
    v-frfei-msft
    8 years ago

    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

v-frfei-msft's avatar
v-frfei-msft
Community Support
8 years ago

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

  • v-frfei-msft's avatar
    v-frfei-msft
    Community Support
    8 years ago

    Hi marcus505,

     

    The highlighted part in your formula, there is no "Family" in the column. So the error will occur. If we delete the part and update the formula to a new one, that will work well.

     

    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"))
    Measure2 = CALCULATE(SUM(fabric_swishs[fabric_typeofcaller]),FILTER(fabric_swishs,fabric_swishs[fabric_dateofcall].[Month]="August" && fabric_swishs[fabric_dateofcall].[Year]=2018))

     

    Please check the pbix as attached.

     

    https://www.dropbox.com/s/hbu25f4vct5lbky/FiscalData.pbix?dl=0

     

    Regards,

    Frank

    • marcus505's avatar
      marcus505
      Frequent Visitor
      8 years ago

      Hi Frank,

       

      Thanks a lot.

       

      Type of caller is a pick list which has multiple values.

       

      Family

      Self

      Teacher

       

       

      The only filter missing is type of caller. When i applied the filter, i got an error shown in the previous post.

       

      Please let me know if you have any questions.

       

      Thanks,

       

       

       

      • marcus505's avatar
        marcus505
        Frequent Visitor
        8 years ago

        Hi Frank,

         

        I was applying the filter by label "Family". As you can see below (this is Dynamics CRM)

         

         

         

        So in that case i would need to filter TypeOfCaller by the fieldvalue and sum them i take it rather than Label?

         

        Thanks