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I have looked into this with LASTMONTH and DATEBETWEEN and have had no luck. Perhaps I am doing something wrong. I have a Master Date table connected to my Revenue Table which includes Revenue Received Dates. I am trying to display the data in a matrix, but naturally I don't want them to add onto one another. Instead, I would like to see the month's total for each row. I feel like I can do this with a Calculate(SUM('Rev'Revenues Rec),'Rev Item'='July' and do the same for August and subtract the two for each month, but that seems ridiculous. Below is an example of my rev rec:
July: $1,959,814
August: $3,925,980
September: $5,855,582
October: $7,910,275
November: $9,155,231
TOTAL:$28,806,885
I would like the total to be the November number of 9,155,231 instead of the addition. Thanks for any help!!
Solved! Go to Solution.
Hi @bw70316,
Based on my test, you could refer to below steps:
Sample data:
Create below calculated columns:
Index = RANKX('Table1','Table1'[Value],,ASC,Dense)
Value_ = var a=Table1[Index]-1 return [Value]-CALCULATE(SUM(Table1[Value]),FILTER('Table1','Table1'[Index]=a))
Result:
Regards,
Daniel He
Seems like there are multiple issues here but I can't exactly say what they are from the information given. However, seems like you could make use of:
See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.
https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...
For the difference of revenue on a month-to-month basis
For measure totals. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376
Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907
If none of that helps, please re-state the issue and refer to: Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490...
Thanks, you certainly have given me a lot to look into. What I am looking for is some like this:
July: | $1,959,814 |
August: | $3,925,980 |
September: $5,855,582 | $5,855,582 |
October: | $7,910,275 |
November: | $9,155,231 |
To be something like this:
July: | $1,959,814 |
August: | $1,966,166 |
September: $5,855,582 | $1,929,602 |
October: | $2,054,693 |
November: | $1,244,956 |
A colleague of my mine suggest summarize tables. I am going to look into that. I do think this is a possible solution but might be a bit of overkill for what I am looking for.
Hi @bw70316,
Based on my test, you could refer to below steps:
Sample data:
Create below calculated columns:
Index = RANKX('Table1','Table1'[Value],,ASC,Dense)
Value_ = var a=Table1[Index]-1 return [Value]-CALCULATE(SUM(Table1[Value]),FILTER('Table1','Table1'[Index]=a))
Result:
Regards,
Daniel He
First off, thanks for replying with your potential solution. Unfortunately, I did not get the desired result completely. This what I got:
How do I get the difference from month to month to demo the actual amount spent? Please ignore the fact the values are different, I added another filter. This was the equation I used for Value:
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