On my Power BI already created different Tables: one with a calendar table, other with the 5 Countries, other with the 8 Areas. And the last one called MovementsReport with all the historical info of the movements of the comany since 2015 (all relationships are already created).
In my MovementsReport Table I have:
a column called Status, with values "OK", "NO OK", null.
a column called Area with the name of each area were the movement has been done.
a column called Country with the respective Country were the movement has been done.
a column with the date in which the movement has been donde.
I want it to be more dynamic than the actual Excel Report, so I'm using slicers for country, area, year and month. Instead of creating one table visualization i want to use cards as visualization, one for each value, as following... so I will be capable of giving the % a conditional formatting. So I should create two "tables" one to show the monthly info of movements using slicers. And other that should be static (no interactions) showing the accumulated for the current year.
My question is, which formula shoud I use for the measures?
What I need to show is:
a value Mov Adherence = count of OK Status
a value for Total Mov = count of OK/NO OK status
For the accumulated table, I would like them to be a calculate formula, filtering the area, the status, and the date.
For Example Count OK, if Area SUPPLY, for Argentina, Month JANUARY 2017 + FEB 2017 + MARCH 2017 +...
Whats this report does is to measure the movements that are OK by policy inside the company,
Don't ask why, but because of our company policy, if the movement is inside the area it counts as 1, if the movement is from an Area as People to another Area for example Finance it should count as a movement adherence for each Area, so it count as 1 for each area.
What I did is to add new column, if Previous Area (Área Anterior) does not match New Area it returns me the column Sumar CF, that would be the Area where i should also add a movement.
So for example, with the formula you gave me, i also would need to add the values of this Sumar CF column to each area.
For this pic for example
Count if OK by Área Anterior (status OK not shown on the image):
works, it gives me the exact same result before doing the addition of the other column on excel.
But using the complete formula isn't working, for example for January Area People should have 2 movements + 1 of the other column, it's returning me 154. or sales should be 6 + 3 and it's returning 23.
My DimArea Table (that I'm using as rows on a matrix) has a relationship with Área Anterior column. So when I use part of your formula, I'm getting it OK about the movements reflecting on each area.
Problem is when I want to add (by companies policy) the lateral movements also to the new areas. When using this formula to count te Sumar CF column (next step a measure that add together both measures, and would be done)
also getting ok the result of the count, but it's reflecting on the previous area because of the relationship, instead of returning on the new area.
For january for example should have those 3 movements of Sumar CF column added as: Sales 2 and People 1
But because of the Relationship of my DimArea table it's returning 2 for marketing previous Area, and 1 to Sales, as you can see on the image below. How can I amend it to count those values Sales with 2 and People with 1 as I need it?