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Hello guys,
I need some hep, I m stuck. I try to create an monthly inventory turnover and monthly change %.
Date | Amount | Balance |
11/01/2016 | 100 | 100 |
12/01/2016 | 200 | 300 |
01/01/2017 | 50 | 350 |
02/01/2017 | 100 | 450 |
03/01/2017 | 500 | 950 |
04/01/2017 | 100 | 1050 |
I've managed to created Balance column.
Balance = CALCULATE( SUM(Table[CostAmountTotal]), FILTER( ALLSELECTED(Table[Period]), ISONORAFTER(Table[Period], MAX(Table[Period]), DESC)))
But I'm not able to calculate monthly change %.I don't know how to make an reference to previous period.
Any hints are usefull
Solved! Go to Solution.
Hi @Anonymous,
Assume the same data has two columns Date and Amount as you mentioned, we can create below calculated columns:
Balance = CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[Date]<=EARLIER('Table'[Date])))
MonthlyChange% = var premonth=CALCULATE(SUM('Table'[Amount]),FILTER('Table',EARLIER('Table'[Date])=DATEADD('Table'[Date],1,MONTH)))
return
DIVIDE(CALCULATE(SUM('Table'[Amount])-premonth),premonth)
Best Regards,
Qiuyun Yu
Hi @Anonymous,
Assume the same data has two columns Date and Amount as you mentioned, we can create below calculated columns:
Balance = CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[Date]<=EARLIER('Table'[Date])))
MonthlyChange% = var premonth=CALCULATE(SUM('Table'[Amount]),FILTER('Table',EARLIER('Table'[Date])=DATEADD('Table'[Date],1,MONTH)))
return
DIVIDE(CALCULATE(SUM('Table'[Amount])-premonth),premonth)
Best Regards,
Qiuyun Yu
thanks.
EARLIER function is very good.
Solution is working well, but I have a small problem.
The table is a summarized tabled calculated from a lot of transactions using summarize function.
In detail table I have a column , Category.
How to make possible to filterby this column and summarized table to be filtered ?
You will need something like:
DATEADD(Calendar[Date},-1MONTH)
That -1 MONTH will be the interval to substract so you can get to the previous period of whatever Calendar[Date] you give.
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