Add Column Summarize Pattern not returning the cor...

avachris · ‎12-03-2022

@tamerj1 - sorry about the earlier post, I was a bit frazzeled when I wrote it up. Hopefully this is more clear.

I am unable to obtain the correct result from an add columns summarize pattern, when I am filtering on a dimension which does not exist within the fact table.

I am working with both forecasts and actuals, and I would like to create a version which is called "Forecast + Actuals" which is a combination of actuals and the forecast values which is after the last date of actuals.

I know you can do this via a measure like if selected value = "Forecast + Actuals" then return calculate measure, but I would prefer to do it in one measure to reduce the complexity of my measure tree.

Here is an example data set.

Date	Version	Value
31-Oct	Forecast	100
30-Sep	Forecast	150
30-Sep	Actual	120
31-Aug	Actual	100

Here is the Version Dimension table. "Forecast + Actuals" doesn't exist in my fact table, but can be derived from the fact table through a combination of Forecast and Actuals.

Version Dimension Table

Forecast

Actuals

Forecast + Actuals

I would like a measure which would populate the following:

Version	8/31	9/30	10/31
Forecast		150	100
Actuals	100	120
Forecast + Actuals	100	120	100

I was trying to accomplish it like this via this measure:

DataSum =

VAR MaxActualsDate =
    CALCULATE ( MAX ( FactTable[Date], Version = "Actuals" ) )
VAR SummaryData =
    ADDCOLUMNS (
        SUMMARIZE ( 'FactTable', 'Date'[Date], Versions[Version] ),
        // this is the core table
        "@SourceValue", CALCULATE ( SUM ( FactTable[Value] ) )
    )
RETURN
    IF (
        SELECTEDVALUE ( Versions[Version] ) = "Current Forecast + Actuals",
        CALCULATE ( SUMX ( SummaryData, [@SourceValue] ), [Version] = "Actuals" )
            + CALCULATE (
                SUMX ( SummaryData, [@SourceValue] ),
                [Version] = "Forecast",
                Date[Date] > MaxActualsDate
            ),
         SUMX ( SummaryData, [@SourceValue] )
    )

I didn't find any success here - so then I decided to modify the variable table by unioning the "Forecast + Actuals" into the SummaryData variable table. When i look at this in DAX studio, the table does have "Forecast + Actuals" with values, however, I am unable to bring this into a visual.

DataSum =

var MaxActualsDate = calculate( max(FactTable[Date],Version="Actuals")

Var SummaryData = ADDCOLUMNS (
TREATAS (
UNION (
SUMMARIZE ( 'FactTable', 'Date'[Date], Versions[Version] ), // this is the core table
ADDCOLUMNS (
SUMMARIZE ( FactTable', 'Date'[Date], Versions[Version] ),
"Version", "Current Forecast + Actuals" // this is where i'm trying to add the "fake data series"
)
),
'Date'[Date],
Versions[Version]
),
"@SourceValue",
IF (
[Version] = "Current Forecast + Actuals",
CALCULATE ( SUM ( FactTable[Value] ), ALL ( Versions ), Versions[Version] = "Actuals" ),
CALCULATE ( SUM (FactTable[Value])
)
)