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navrichard Frequent Visitor
Frequent Visitor

Custom QTR and sum by running year

Hi team,

 

I have a column that is connected to a SSAS cube and has multiple dimensions and measures and we have a custom quarter already built in, but i need to have a running QTR total by Fiscal Yr. and also calculate the % trend. any help will be much appreciated, havnt worked much on PBi, a step by step guide will really help to learn and share.

 

Cumm_total.JPG

 

 

 

 

 

3 REPLIES 3
v-danhe-msft Super Contributor
Super Contributor

Re: Custom QTR and sum by running year

Hi @navrichard,

You could create a new measure:

Measure = CALCULATE(SUM(YourTable[$Cumm.]),FILTER(ALL(YourTable),'YourTable'[$Cumm.]<=MAX('YourTable'[$Cumm.])))
% trend = CALCULATE(SUM(YourTable[%Trend]),FILTER(ALL(YourTable),'YourTable'[%Trend]<=MAX('YourTable'[%Trend])))

Regards,

Daniel He

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
navrichard Frequent Visitor
Frequent Visitor

Re: Custom QTR and sum by running year

Hi Daniel

 

Thank you for your reply, but unfortunately the numbers are incorrect as seen in the first image

 

Image.JPG

 

What i Ma trying to do is as below

 

image2.JPG

 

v-danhe-msft Super Contributor
Super Contributor

Re: Custom QTR and sum by running year

Hi @navrichard,

Based on my test, you could refer to below steps:

Your sample data:

1.PNG

Create three calculated columns:

Mid2 = MID('Table1'[FYQTR],3,2)
Cumm = CALCULATE(SUM(Table1[S(Mn)]),FILTER('Table1','Table1'[FYQTR]<=EARLIER(Table1[FYQTR])&&'Table1'[Mid2]=EARLIER(Table1[Mid2])))
Trend = var a=SUBSTITUTE('Table1'[FYQTR],MID('Table1'[FYQTR],3,2),[Mid2]-1)
var b=CALCULATE(SUM('Table1'[Cumm]),FILTER('Table1','Table1'[FYQTR]=a))
var c= IF(b=BLANK(),BLANK(),IF(Table1[Cumm]=0,0,([Cumm]-b)/b))+0
return IF([Cumm]=0,BLANK(),c)

Result:

1.PNG

You could also download the pbix file to have a view.

 

Regards,

Daniel He

 

Community Support Team _ Daniel He
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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