Calculate the sum of services, as at the MAX LastDate

[johnmelbourne]

Hi,

This is my data

I want to be able to calculate two measures.

1. Calculate the sum of services, as at the MAX LastDate for each customer. (Total Services)
2. The sum of errors, by month. (Total Errors)

then I want to to chart the error rate over time (Total Errors / Total Services), so if I filtered by say Feb, the Jan services would still be included, but not the Jan errors.

It is a little weird and doing my head in.

Total errors / Total services by month is easy, but I need to include services even if they are not present in the month, but only the services as of the MAX LastDate.

My example shows the calculations for February which has the ‘missing month’ of January for Customer A, where the errors need to be ignored, and the services need to be included.

Any guidance would be most appreciated.

regards
John

[Arklur · Accepted solution]

Using the sample data you provided:

// Data
let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("fc5NCoQwDAXgq0jWpbykpuBSe4zS5SxlYH7ur40gHTu4CYF8vJecKX3fn+f6eA0zORLFPmPdwJNn8QIq7qICqlJTAg/20F+1VGVZjCYsoGcjGnakyZ+0jvWvJbsZ05vSdP4md6WVqaWFtpQjlbIB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Customer = _t, Services = _t, Error = _t, LastDate = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Customer", type text}, {"Services", Int64.Type}, {"Error", Int64.Type}, {"LastDate", type date}})
in
    #"Changed Type"

And this measure:

SumServicesLastDateByCustomer = 
SUMX (
    ALLSELECTED ( Data[Customer] ),
    VAR vCurrentMaxDate = 
        MAX ( DataLastDate[Date] )
    VAR vLastDate =
        CALCULATE ( 
            MAX ( Data[LastDate] ),
            ALL ( DataLastDate ),
            DataLastDate[Date] <= vCurrentMaxDate
        )
    VAR vRetval = 
        CALCULATE ( 
            SUM ( Data[Services] ),
            ALL ( DataLastDate ),
            Data[LastDate] = vLastDate
        )
    RETURN
        IF ( 
            NOT ( ISBLANK ( SUM ( Data[Services] ) ) ),
            vRetval,
            BLANK()
        )
)

Will do the job. You just need to create a date table for the "LastDate" column, there is plenty of resources how you can do that.

[Greg_Deckler · Accepted solution]

@johnmelbourne - For the first one, you should be able to use Lookup Min/Max - https://community.powerbi.com/t5/Quick-Measures-Gallery/Lookup-Min-Max/m-p/985814#M434

Your second one should be a simple SUM aggregation. You might need to add a column where you do MONTH([LastDate])

[Arklur · Accepted solution]

Using the sample data you provided:

// Data
let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("fc5NCoQwDAXgq0jWpbykpuBSe4zS5SxlYH7ur40gHTu4CYF8vJecKX3fn+f6eA0zORLFPmPdwJNn8QIq7qICqlJTAg/20F+1VGVZjCYsoGcjGnakyZ+0jvWvJbsZ05vSdP4md6WVqaWFtpQjlbIB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Customer = _t, Services = _t, Error = _t, LastDate = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Customer", type text}, {"Services", Int64.Type}, {"Error", Int64.Type}, {"LastDate", type date}})
in
    #"Changed Type"

And this measure:

SumServicesLastDateByCustomer = 
SUMX (
    ALLSELECTED ( Data[Customer] ),
    VAR vCurrentMaxDate = 
        MAX ( DataLastDate[Date] )
    VAR vLastDate =
        CALCULATE ( 
            MAX ( Data[LastDate] ),
            ALL ( DataLastDate ),
            DataLastDate[Date] <= vCurrentMaxDate
        )
    VAR vRetval = 
        CALCULATE ( 
            SUM ( Data[Services] ),
            ALL ( DataLastDate ),
            Data[LastDate] = vLastDate
        )
    RETURN
        IF ( 
            NOT ( ISBLANK ( SUM ( Data[Services] ) ) ),
            vRetval,
            BLANK()
        )
)

Will do the job. You just need to create a date table for the "LastDate" column, there is plenty of resources how you can do that.

[johnmelbourne]

Amazing. Thanks @Arklur for the effort you have put in. I really appreciate it.  Superstar.

Thanks also to @Greg_Deckler , most appreciated information.

Kinds regards

John

[Fowmy]

@johnmelbourne 

Not getting it clearly,

Can you share some sample data and the expected result to have a clear understanding of your question?
You can save your files in OneDrive, Google Drive, or any other cloud sharing platforms and share the link here.
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