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DeEviloN
Helper I
Helper I

Monthly amount based on the last date of the application

Good day! Tell me how you can summarize the data for a month, based on the last date of his application?

I have the most recent date, for example 10/15/21, how can I sum all 10 months and compare with the previous month where the user was reported? for example - it was 10/15/21 and 08/02/2021, how to force the comparison of the amount for 10 months with the amount for 8 months?

1 ACCEPTED SOLUTION

@DeEviloN , Do you YTD from last date ?

 

example

 

YTD=
var _max = maxx(allselected('Table'),'Table'[date])
var _min = date(_max),1,1)

return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

 

Assumed you have date table or filer table[Date]

 

or

CALCULATE(sum('Table'[Qty]), FILTER(ALL('Table'),'Table'[Date] >=_min && 'Table'[Date] <= _max) )

 

or

 

CALCULATE(sum('Table'[Qty]), FILTER(('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

 

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View solution in original post

6 REPLIES 6
v-luwang-msft
Community Support
Community Support

Hi @DeEviloN ,

Since your data is not regular, you cannot use dax sort to get to the last one. You need to add indexes via Power Query as an aid.

Step1, add index,then close and apply:

vluwangmsft_0-1637829305828.png

Step 2,try the measure ,to get last ereryday value:

lastsaleeverydate =
IF (
    CALCULATE (
        MAX ( 'Table'[Index] ),
        FILTER (
            ALL ( 'Table' ),
            'Table'[Users] = MAX ( 'Table'[Users] )
                && 'Table'[Data] = MAX ( 'Table'[Data] )
        )
    )
        = MAX ( 'Table'[Index] ),
    MAX ( 'Table'[Sales] ),
    0
)

Output:

vluwangmsft_1-1637829898531.png

Then use the sumx to compare value:

sumx = SUMX(FILTER(ALL('Table'),'Table'[Users]=MAX('Table'[Users])&&'Table'[Data]<=MAX('Table'[Data])),'Table'[lastsaleeverydate])

You will get the sum value:

vluwangmsft_2-1637830080526.png

Did I answer your question? Mark my post as a solution!


Best Regards

Lucien

DeEviloN
Helper I
Helper I

 last date 

UsersDataSales
User11.8270,00
User12.8270,00
User12.84560,00
User12.8540,00
User12.8540,00
User12.81090,00
User12.85910,00
User110.10660,00
User110.101080,00
User112.101260,00
User113.1011220,00
User114.1030,00
User115.1060,00
User115.10160,00
User115.10180,00
DeEviloN
Helper I
Helper I

UsersDataSales
User11.8270,00
User12.8270,00
User12.84560,00
User12.8540,00
User12.8540,00
User12.81090,00
User12.85910,00
User110.10660,00
User110.101080,00
User112.101260,00
User113.1011220,00
User114.1030,00
User115.1060,00
User115.10160,00
User115.10180,00
DeEviloN
Helper I
Helper I

Sorry, corrected the text

Good day! Tell me how you can summarize the data for a month, based on the last date of his application?

I have the most recent date, for example 10/15/21, how to sum this 10 month and compare with the previous month where the user was reported? for example - it was 10/15/21 and 08/02/2021, how to force the comparison of the amount for 10 months with the amount for 8 months?

@DeEviloN , Do you YTD from last date ?

 

example

 

YTD=
var _max = maxx(allselected('Table'),'Table'[date])
var _min = date(_max),1,1)

return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

 

Assumed you have date table or filer table[Date]

 

or

CALCULATE(sum('Table'[Qty]), FILTER(ALL('Table'),'Table'[Date] >=_min && 'Table'[Date] <= _max) )

 

or

 

CALCULATE(sum('Table'[Qty]), FILTER(('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

 

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin
Want To Learn Power BI
Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!

View solution in original post

It still doesn't work, I wanted to compare based on the last month of delivery of the client's products and the previous month of his delivery to determine its category

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