Running Total and shifting the date back by one month.
Hi, I’d like to seek your help to fix my issue in DAX measure with calculating the Running total with shifting date back by month. This is the DAX code for Running total (BX column) MEASURE_Services_at_Start_of_Period = CALCULATE( DISTINCTCOUNT(crm[serviceid]), FILTER( ALLEXCEPT( crm, crm[groupname], LKP_group[Group], crm[productcategoryname], LKP_productcategory[Product Category], crm[customertypename], crm[disconnectiondate], LKP_calendar[Date] ), crm[activationdate] <= MAX(crm[activationdate]) ) ) And this is the DAX code for Running total, but shifting the date back by month (BY column) MEASURE_Services_at_Start_of_Period_Last_Month = VAR temp1 = CALCULATE( DISTINCTCOUNT(crm[serviceid]), DATEADD(LKP_calendar[Date], -1, MONTH)) VAR temp2 = CALCULATE( temp1, FILTER( ALLEXCEPT( crm, crm[groupname], LKP_ubgroup[UB Group], crm[productcategoryname], LKP_productcategory[Product Category], crm[customertypename], crm[disconnectiondate], LKP_calendar[Date] ), crm[activationdate] <= MAX(crm[ubactivationdate]) ) ) RETURN temp2 However, this is the outcome I received.
Creating a filter in Analyze in Excell
Hello PBI Community Good Day! This scenario is based on sample data What Is trying to accomplish: I need to create a measure/ filter that will allow me to filter out different transaction types within matrix in Analyze in Excel Per this scernario - transaction type Timing Background and Examples below I created a matrix in Power BI Here it was very easy to create a filter for my transaction type ****Screen Shot 1**** Here are my measures Total Sales = CALCULATE(SUM('SnR'[SnR Amount]), 'SnR'[Transaction Type] = "Sales" || 'SnR'[Transaction Type] = "Timing") Total Revenue = CALCULATE(SUM('SnR'[SnR Amount]), 'SnR'[Transaction Type] = "Revenue" || 'SnR'[Transaction Type] = "Timing") SnR Amount = [Total Revenue]+[Total Sales] ****Screen Shot 2**** To created the same matrix in Analyze in Excel I had to create measures to get the same I created in Power BI. ****Screen Shot 3**** If I move transaction type into my matrix here the numbers duplicate. Please advise if any additional questions. I also have a sample .pbix, if needed Much appreciate your time! Thank you
