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Helper II
Helper II

Take the latest value in a subcategory and roll it up to category

Hi Team
I have a table which has
Month Cat SubCat. value
Aug. A. B. 10
Aug. A. B. 12. —— latest
Aug. A. C. 13. —— latest
Sep. A. B. 15 —— latest
sep. E. D. 30. - latest

In this at subcat level I want to take the latest value at Month level. For this I created a index col and a simple measure Works at subcat level calculate(sum(value),index = a) # a = max(index)
But the same measure doesn’t work at Cat level as it will take the max of index at cat leve but what I need is at cat level it will sum the underlying sub cats latest values.
So for Aug for Cat A it should he 12+13 = 25 but the current measure gives 13. Sep for A is 15 etc.
Help needed!
2 REPLIES 2
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Community Champion
Community Champion

Re: Take the latest value in a subcategory and roll it up to category

Hi @Aishwar04 ,

 

Try this measure:

 

Measure = SUMX(SUMMARIZE('Table'; 'Table'[Month]; 'Table'[Cat]; 'Table'[SubCat]; "Max"; MAX('Table'[value])); [Max])
 
Ricardo

Did I answer your question? Mark my post as a solution!
Ricardo

Highlighted
Anonymous
Not applicable

Re: Take the latest value in a subcategory and roll it up to category

This is the correct code:

// Assumption:
// [Index] column establishes the temporal order
// among the entries.
// T is your table.

[Your Measure] =
var __indexesOfInterest	=
	SELECTCOLUMNS(
		ADDCOLUMNS(
			SUMMARIZE(
				T,
				T[Month],
				T[Cat],
				T[SubCat]
			),
			"@index",
				CALCULATE( MAX( T[Index] ) )
		),
		"@index", [@index]
	)
var __result =
	CALCULATE(
		SUM( T[Value] ),
		TREATAS(
			__indexesOfInterest,
			T[Index]
		),
		ALL( T )
	)
return
	__result

 

Best

D

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