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Anonymous
Not applicable

Dynamic sum based on filters and values

Hi,

 

I have a YearMonth column as a primary filter and PeriodCategory (Rolling 12, QTD, YTD, MTD) filter as secondary.

 

Example1:

In YearMonth, If I select 201803 then I select Rolling 12 in PeriodCategory, then it should display the Rolling 12 months from 201803 (i.e., 201803,201802, 201801, 201712, 201711 .... 201704). Which means It has CY 2018 and CY-1 2017 as the result. I have amounts coming from a different table as Currency. Currency table has many columns as CY values are in one column as CurrentYear and CY-1 values are in another column as CurrentYear-1 and CY-2 values are in a different column as CurrentYear-3 and so on. Now, I need to calculate the total some from that respective columns.

In our example, we selected 201803 and Rolling 12 as filters. Then I need to add amounts for 201803, 201802 and 201801 from CurrentYear column in the currency table and 201712, 201711, 201710,...201704 from CurrentYear-1 column in the currency table and sum both the values and display a single value.

 

All this should be dynamic based on the YearMonth and PeriodCategory selection. So I need this as a measure but not a calculated column.

 

My Data looks like this.

YearYearMonthCurrentYearCurrentYear-1CurrentYear-2CurrentYear-3CurrentYear-4
2018201801($2,783,800.00)($2,806,989.25)($2,830,108.04)($1,178,861.94)($1,159,263.98)
2018201802$1,836,500.00$1,851,798.17$1,867,049.86$777,706.71$764,777.75
2018201803$34,468,100.00$34,755,221.67$35,041,470.95$14,596,282.50$14,353,626.95
2017201704$2,208,000.00$2,226,392.79$2,244,729.70$935,026.64$919,482.31
2017201705$12,285,100.00$12,387,435.74$12,489,460.54$5,202,398.46$5,115,911.31
2017201706$24,497,800.00$24,701,868.38$24,905,316.72$10,374,137.52$10,201,672.92
2017201707$4,713,500.00$4,752,763.78$4,791,908.27$1,996,036.26$1,962,853.21
2017201708$21,226,700.00$21,403,519.89$21,579,802.53$8,988,917.57$8,839,481.53
2017201709$34,141,600.00$34,426,001.90$34,709,539.68$14,458,018.83$14,217,661.84
2017201710$23,983,600.00$24,183,385.06$24,382,563.09$10,156,388.11$9,987,543.48
2017201711$15,579,000.00$15,708,774.15$15,838,154.00$6,597,273.57$6,487,597.35
2017201712$97,794,700.00$98,609,336.66$99,421,498.12$41,413,337.80$40,724,862.75

 

Note: Flag, Year and YearMonth are from Date Table and Rest of the CurrentYear amount columns are from Currency table. For better understanding, I put it like this.

 

As per the above example by selecting 201803 in YearMonth and Rolling 12 in PeroidCategory, then the Answer should be the sum of CurrentYear + CurrentYear-1 = $271,920,278.35

YearMonthCurrentYear
201801($2,783,800.00)
201802$1,836,500.00
201803$34,468,100.00

+

YearMonthCurrentYear-1
201704$2,226,392.79
201705$12,387,435.74
201706$24,701,868.38
201707$4,752,763.78
201708$21,403,519.89
201709$34,426,001.90
201710$24,183,385.06
201711$15,708,774.15
201712$98,609,336.66

 

Can someone please help me with this?

 

Thanks

1 REPLY 1
v-jiascu-msft
Employee
Employee

Hi @Anonymous,

 

1. Does your original data look like that? 

2. How does the table 'PeriodCategory' connect with other tables?

Can you share a dummy sample file, the pbix file? You can upload it to the cloud drive like OneDrive, Dropbox then share the download link here.

 

 

Best Regards,
Dale

Community Support Team _ Dale
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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