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Hi , I have a starting table with data (see below)
Now in this table I need to add calculated rows based on that table.
These rows need to be added every quarter
Any suggestions or any suggestions on the model used?
Solved! Go to Solution.
Hi @sjoerdbuis ,
Add a calculated column in Start Table.
Column1 = VAR previousdate = CALCULATE ( MAX ( 'Start Table'[Date] ), FILTER ( ALL ( 'Start Table' ), 'Start Table'[Date] < EARLIER ( 'Start Table'[Date] ) && 'Start Table'[Company] = EARLIER ( 'Start Table'[Company] ) ) ) RETURN [Amount] - CALCULATE ( SUM ( 'Start Table'[Amount] ), FILTER ( ALL ( 'Start Table' ), 'Start Table'[Company] = EARLIER ( 'Start Table'[Company] ) && [Date] = previousdate ) )
Create a calculated table.
End Table = UNION ( SELECTCOLUMNS ( 'Start Table', "Company", 'Start Table'[Company], "Sector", 'Start Table'[Sector], "Deal Type", 'Start Table'[Deal Type], "Amount", 'Start Table'[Amount], "Date", 'Start Table'[Date], "Transactor", 'Start Table'[Transactor], "Type2", 'Start Table'[ Type2] ), SELECTCOLUMNS ( FILTER ( 'Start Table', 'Start Table'[Date] = MAX ( 'Start Table'[Date] ) ), "Company", 'Start Table'[Company], "Sector", 'Start Table'[Sector], "Deal Type", 'Start Table'[Deal Type], "Amount", 'Start Table'[Column1], "Date", 'Start Table'[Date], "Transactor", "Revalue", "Type2", "Revaluation" ) )
Best regards,
Yuliana Gu
Hi @sjoerdbuis ,
Add a calculated column in Start Table.
Column1 = VAR previousdate = CALCULATE ( MAX ( 'Start Table'[Date] ), FILTER ( ALL ( 'Start Table' ), 'Start Table'[Date] < EARLIER ( 'Start Table'[Date] ) && 'Start Table'[Company] = EARLIER ( 'Start Table'[Company] ) ) ) RETURN [Amount] - CALCULATE ( SUM ( 'Start Table'[Amount] ), FILTER ( ALL ( 'Start Table' ), 'Start Table'[Company] = EARLIER ( 'Start Table'[Company] ) && [Date] = previousdate ) )
Create a calculated table.
End Table = UNION ( SELECTCOLUMNS ( 'Start Table', "Company", 'Start Table'[Company], "Sector", 'Start Table'[Sector], "Deal Type", 'Start Table'[Deal Type], "Amount", 'Start Table'[Amount], "Date", 'Start Table'[Date], "Transactor", 'Start Table'[Transactor], "Type2", 'Start Table'[ Type2] ), SELECTCOLUMNS ( FILTER ( 'Start Table', 'Start Table'[Date] = MAX ( 'Start Table'[Date] ) ), "Company", 'Start Table'[Company], "Sector", 'Start Table'[Sector], "Deal Type", 'Start Table'[Deal Type], "Amount", 'Start Table'[Column1], "Date", 'Start Table'[Date], "Transactor", "Revalue", "Type2", "Revaluation" ) )
Best regards,
Yuliana Gu
Is there a specific reason for wanting to add rows to the table? If you want to calculate the Revaluation, it is a rather straightforward time intelligence calculation:
Valuation = SUM('Start Table'[Amount])
Valuation Last Quarter = CALCULATE([Valuation], DATEADD(Dates[Date], -3; MONTH))
Revaluation = [Valuation] - [Valuation Last Quarter]
Make sure to hookup 'Start Table' to a date table (Dates, in my example).