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I'm making a report based on the day of the month (1-31). I want to make a report that says how much expenses there have been in previous months per day and compare that to the current month. Lets say I have this:
1 Jan 10
1 Jan 20
2 Jan 20
1 Feb 10
2 Feb 20
2 Feb 30
1 Mar 15
2 Mar 20
2 Mar 20
So when it's 2 March now I want to calculate this is an report based:
Previous months:
1 = (10+20+10) / 3 = 13.33
2 = (20+20+30) / 3 = 23.33 + 13.33 (from day 1) = 36.66
Current month:
1 = 15
2 = (20+20) / 2 = 20 + 15 (from day 1) = 35
So the 'problem' is that I want to do something that is like a MTD, but then not just ín a month, but for all months for 1 specific date.
So it must turn it to this (and of course 31 days but that was a little to much work to create some dummydata for that ):
Solved! Go to Solution.
Hi @MiKeZZa,
Based on my test, you could refer to below steps:
Create four measures:
Previous = CALCULATE(AVERAGE(Table1[Value]),FILTER(ALL(Table1),'Table1'[Item]=MAX('Table1'[Item])&&'Table1'[Month]<>"Mar"))
Previous running total in Item = CALCULATE(SUMX(FILTER(ALL(Table1[Item]),Table1[Item]<=MAX(Table1[Item])),'Table1'[Previous]))
Current = CALCULATE(AVERAGE(Table1[Value]),FILTER(ALL(Table1),'Table1'[Item]=MAX('Table1'[Item])&&'Table1'[Month]="Mar"))
Current running total in Item = CALCULATE(SUMX(FILTER(ALL(Table1[Item]),Table1[Item]<=MAX(Table1[Item])),'Table1'[Current]))
Result:
You could also download the pbix file to have a view.
Regards,
Daniel He
Hi @MiKeZZa,
Based on my test, you could refer to below steps:
Create four measures:
Previous = CALCULATE(AVERAGE(Table1[Value]),FILTER(ALL(Table1),'Table1'[Item]=MAX('Table1'[Item])&&'Table1'[Month]<>"Mar"))
Previous running total in Item = CALCULATE(SUMX(FILTER(ALL(Table1[Item]),Table1[Item]<=MAX(Table1[Item])),'Table1'[Previous]))
Current = CALCULATE(AVERAGE(Table1[Value]),FILTER(ALL(Table1),'Table1'[Item]=MAX('Table1'[Item])&&'Table1'[Month]="Mar"))
Current running total in Item = CALCULATE(SUMX(FILTER(ALL(Table1[Item]),Table1[Item]<=MAX(Table1[Item])),'Table1'[Current]))
Result:
You could also download the pbix file to have a view.
Regards,
Daniel He
Yeah. This works great. I had to make some little changes to get it done at my PBIX (off course) but works great. Thank you!
One additional question; is it possible to cut off the current running total in item so that it stops growing after the current date? What I have now (because of that it's the 19th today) is this:
1 - 10
2 - 25
3 - 35
4 - 47
5 - 50
6 - 62
7 - 85
8 - 100
9 - 102
10 - 105
11 - 122
12 - 125
13 - 135
14 - 147
15 - 152
16 - 155
17 - 158
18 - 165
19 - 165
20 - 165
.....
31 - 165
Off course this is the normal behaviour for a running total, but for this case it's more nice that it stops at the current day. You also have an idea how this can be done?
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