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Anonymous
Not applicable

Creating a Summarized Table by Top N

Hi,

 

I'm trying to create a summarized table filtered on the top (most recent) 12 months in the original table.  It would need to be filtered/summarized by the "year_period" field which is in a format like "202111" shown below.

 

jmays86_0-1639156795025.png

 

Any help accomplishing this would be much appreciated.  Thanks!

 

Jordan

 

1 ACCEPTED SOLUTION

Hi @Anonymous ,

I create a sample to show you how to create a summarized TopN month table by Dax.

2.png

Try this code to create a calcualted table.

 

Summarized Table by Top N =
VAR _N = 12
VAR _SUMMARIZED =
    SUMMARIZE ( 'Table', 'Table'[year_period] )
VAR _ADDRANK =
    ADDCOLUMNS ( _SUMMARIZED, "RANK", RANKX ( _SUMMARIZED, [year_period],, DESC ) )
VAR _TopN =
    SUMMARIZE ( FILTER ( _ADDRANK, [RANK] <= _N ), [year_period] )
RETURN
    _TopN

 

Result is as below.

1.png

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@Anonymous ,

 

Create a new column in the table

Year month = format([Date], "YYYYMM")

 

Create a new table

summarize(Table, Table[Month Year], "Measure", sum(Table[Value] ) )

 

 

Add other per need

Anonymous
Not applicable

Thanks @amitchandak  but I'm not sure how this would summarize the new table by Top 12 months in original table?

 

 

Hi @Anonymous ,

I create a sample to show you how to create a summarized TopN month table by Dax.

2.png

Try this code to create a calcualted table.

 

Summarized Table by Top N =
VAR _N = 12
VAR _SUMMARIZED =
    SUMMARIZE ( 'Table', 'Table'[year_period] )
VAR _ADDRANK =
    ADDCOLUMNS ( _SUMMARIZED, "RANK", RANKX ( _SUMMARIZED, [year_period],, DESC ) )
VAR _TopN =
    SUMMARIZE ( FILTER ( _ADDRANK, [RANK] <= _N ), [year_period] )
RETURN
    _TopN

 

Result is as below.

1.png

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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