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juandroid Frequent Visitor
Frequent Visitor

Creating a group Column

Hi Guys!!

 

I have the next data:

 

account   value      date

1105         300       01/17

1110         100       01/17

1120         300       01/17

1105         500       02/17

1110         300       02/17

1120         200       02/17

1105         600       03/17

1110         100       03/17

1120         400       03/17

1105         200       04/17

1110         400       04/17

1120         300       04/17

 

I create a new measure to calculate the difference of values between months like this:

value difference =
IF(
ISFILTERED('table'[date]);
VAR __PREV_MONTH =
CALCULATE(
SUM('table'[value]);
DATEADD('table'[date].[Date]; -1; MONTH)
)
RETURN
sum ('table'[value]) - __PREV_MONTH
)

 

So, if I create a matrix table using the values created in the measure, it shows the nex information:

 

account  february  march    april

1105          200         100     -400       (feb= 500-300, march=600-500, april=200-600)

1110          200        -200      300

1120        -100          200    -100

 

Now, for each month  I need to create a group column that put "use" if the result of the measure is was negative or "source" if it was positive; so the final result has to be something like this:

 

account   value      date        group

1105         300       01/17

1110         100       01/17

1120         300       01/17

1105         500       02/17        source

1110         300       02/17        source

1120         200       02/17        use

1105         600       03/17        source

1110         100       03/17        use

1120         400       03/17        source

1105         200       04/17        use

1110         400       04/17        source

1120         300       04/17        use

 

I try to create this column using IF ( [value difference]>0;"source";"use") but apparently you can't use a measure like this. Please help me.

 

Thanks in advance,

 

Juan D.

1 ACCEPTED SOLUTION

Accepted Solutions
v-huizhn-msft Super Contributor
Super Contributor

Re: Creating a group Column

Hi @juandroid,

I try to reproduce your scenario and get expected result, please follow the steps below.

1. Create a calculated column to get month.

month = MONTH('table'[date])


2. Create a calculated column to get the previous month's value.

previous-month value = LOOKUPVALUE('table'[value],'table'[account],'table'[account],'table'[month],'table'[month]-1)

1.PNG

3. Create a measure using the formula. Finally create a table visual to display it.

result = IF(FIRSTNONBLANK('table'[month],1)=1,BLANK(),IF((SUM('table'[value])-SUM('table'[previous-month value]))>0,"source","use"))

2.PNGresult table

 

Best Regards,
Angelia

3 REPLIES 3
v-huizhn-msft Super Contributor
Super Contributor

Re: Creating a group Column

Hi @juandroid,

I try to reproduce your scenario and get expected result, please follow the steps below.

1. Create a calculated column to get month.

month = MONTH('table'[date])


2. Create a calculated column to get the previous month's value.

previous-month value = LOOKUPVALUE('table'[value],'table'[account],'table'[account],'table'[month],'table'[month]-1)

1.PNG

3. Create a measure using the formula. Finally create a table visual to display it.

result = IF(FIRSTNONBLANK('table'[month],1)=1,BLANK(),IF((SUM('table'[value])-SUM('table'[previous-month value]))>0,"source","use"))

2.PNGresult table

 

Best Regards,
Angelia

Super User
Super User

Re: Creating a group Column

Hi,

 

You do not need to write a measure.  Just create this calculated column formula

 

=if(ISBLANK(CALCULATE(LASTNONBLANK(Table1[Value],MAX([Date])),FILTER(Table1,Table1[Account]=EARLIER(Table1[Account])&&[Date]<EARLIER([Date])))),BLANK(),if([Value]-CALCULATE(LASTNONBLANK(Table1[Value],MAX([Date])),FILTER(Table1,Table1[Account]=EARLIER(Table1[Account])&&[Date]<EARLIER([Date])))>0,"Source","Use"))

Hope this helps.

juandroid Frequent Visitor
Frequent Visitor

Re: Creating a group Column

Hi @v-huizhn-msft

 

It was that simple!! The only thing I change was that I create a calculated column ('table [value] - 'table [previows month value]) instead of the last measure.