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Hi community!
I am struggling with creating a summary table showing me qtd values on monthly records.
I know how to do it with measures, but am really looking to have a table with these details, so I can use this table again for other things. The base table that I use contains a huge amount of columns, the summary table should look somewhat like below:
I tried to achieve it with the summarize and add column function, but I only get the sales per month. I don't succeed in getting the correct QTD values.
Someone who tried this before and might have an example formula with some explanation?
Thanks in advance!
Siem
Solved! Go to Solution.
Hi @siemdevlieger ,
Have a try 🙂
QTD SALES = CALCULATE ( SUM ( 'Table'[Sales] ), FILTER ( ALL ( 'Table' ), 'Table'[Year] = EARLIER ( 'Table'[Year] ) && 'Table'[Month] <= EARLIER ( 'Table'[Month] ) && 'Table'[Product group] = EARLIER ( 'Table'[Product group] ) && 'Table'[Region] = EARLIER ( 'Table'[Region] ) ) )
Hi @siemdevlieger ,
Have a try 🙂
QTD SALES = CALCULATE ( SUM ( 'Table'[Sales] ), FILTER ( ALL ( 'Table' ), 'Table'[Year] = EARLIER ( 'Table'[Year] ) && 'Table'[Month] <= EARLIER ( 'Table'[Month] ) && 'Table'[Product group] = EARLIER ( 'Table'[Product group] ) && 'Table'[Region] = EARLIER ( 'Table'[Region] ) ) )
Thanks Frank!
I have reviewed the formula in your dataset and have made a small addition as it was now giving YTD sales instead of QTD sales. For that I also added the 'Quarter' column in the filter of your formula. It give the exact results then as in my initial question.
I will work tomorrow / Wednesday on implementing this in my own dataset, but have a good feeling about this solution!
Will get back to you once implemented with any issues I might encounter!
Regards,
Siem
Thanks again Frank,
I have implemented this part now in my Dashboard and it works exactly as it should!
It was a crucial part for some customized calculations in my Dashboard and was giving me a bad headache in the last weeks to get this solved 🙂
Best regards,
Siem
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