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Frequent Visitor
Posts: 11
Registered: ‎06-28-2016
Accepted Solution

Line chart´s problem

[ Edited ]

Hi all,

 

I generated a line chart where its shown a KPI measured in three different ways:

 

Monthly (Cyan one)= Monthly measurement of the KPI

Accumulated (Black one) = measured from the beginning of a year to a specific month of the same year (should restart each January)

12 Month Moving Average (Red one) = Represents the running total of a 12 month period

 

For each ways, I used the following formulas:

 

Monthly:

 

KPI CAP Monthly= 1-SUM('DB'[cli*t*g ap])/([Total costumers]*[days])

 

Accumulatd:

 

KPI CAP Accumulated=
CALCULATE (
1-SUM('DB'[cli*t*g ap])/([Total costumers]*[days]),
FILTER (
ALLSELECTED('DB'[date]),
'DB'[date] <= MAX ( 'DB'[date] )

 

 

12-Month:

 

KPI CAP MM =
CALCULATE (
1-SUM('DB'[cli*t*g ap])/([Total costumers]*[days]),ALL('DB'[year),
DATESINPERIOD('DB'[date],LASTDATE('DB'[date]),"-11",MONTH))

 

I set 1 slicer in the report: Year (DB[year]) and contains 2 years: 2015 and 2016.

 

When I analyze the values for each year separately, the formulas works great. But when I see the whole line chart (2015 AND 2016) the Accumulated presents errors.

 

As you can see in the following pictures, the acummulated kpi in 2015 finish different at the monthly kpi (Thats correct) and restart in 2016 (same value as Janury's monthly KPI in 2016). The first chart is with 2015 slicer activated and the second one is with 2016 slicer activated. When I select Both years (to analyze the whole values) the accumulated KPI changes and does not restart with the year. In addition, selecting both years, the Accumulated KPI´s values change for the whole dates!

 

I'm trying to get the same values for this kpi independent of the selection of years. I would appreciate someone could help me!

 

2015.PNG20152016.PNG20162015-2016.PNG2015 and 2016


Accepted Solutions
Moderator
Posts: 2,588
Registered: ‎03-06-2016

Re: Line chart´s problem

@efanta

 

In this scenario, you didn't specify filters on Year level. So when you select both years, it only takes all dates as context for calculation without respecting current year. Your formula can be like:

 

KPI CAP Accumulated=
CALCULATE (
1-SUM('DB'[cli*t*g ap])/([Total costumers]*[days]),
FILTER (
ALL('DB'[date]),
'DB'[Year] = MAX ( 'DB'[Year] ) &&
'DB'[date] <= MAX ( 'DB'[date] )
)

For more information, please refer to: Time Patterns.

 

Regards,

View solution in original post


All Replies
Moderator
Posts: 2,588
Registered: ‎03-06-2016

Re: Line chart´s problem

@efanta

 

In this scenario, you didn't specify filters on Year level. So when you select both years, it only takes all dates as context for calculation without respecting current year. Your formula can be like:

 

KPI CAP Accumulated=
CALCULATE (
1-SUM('DB'[cli*t*g ap])/([Total costumers]*[days]),
FILTER (
ALL('DB'[date]),
'DB'[Year] = MAX ( 'DB'[Year] ) &&
'DB'[date] <= MAX ( 'DB'[date] )
)

For more information, please refer to: Time Patterns.

 

Regards,

Highlighted
Frequent Visitor
Posts: 11
Registered: ‎06-28-2016

Re: Line chart´s problem

It works! Thanks!