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karun_r
Employee
Employee

Seggregate a measure value based on a category

I have a dataset which has a numerical column which mentions number of purchases made. Along with this, I do have the month in which the purchase is made and also the customer who did the purchase.

 

Now I have something like 5 years worth of data with me and I need to come up with a measure which will display how many purchases were made by each customer in each month.

 

So if the data is something like

 

 Date          Category   Purchases                  Customer

1/1/2015        A                 2                                  1

1/1/2015        B                 3                                  1

1/2/2015        A                 1                                  1

1/2/2015        B                 5                                  1

1/1/2015         A               1                                   2

 

 

I need the final output to be

 

 

Date           Purchases           Customer

1/1/2015          5                        1

1/1/2015          1                        2

1/2/2015          6                        1

 

I have already aggregated the purchases by month using the measure below

 

CALCULATE(SUM([Purchases]), FILTER(ALL(Table), ([Date]) = (MAX([Date]))))

 

I am using this measure inside a calculated column on the table above and this is giving me the total purchases made in a month irrespective of the customer. Now how do I further slice it down to the customer level ?

1 ACCEPTED SOLUTION

Actually, I was thrown off by your formula earlier because it's giving you the total purchases for the last month, not actually disagregating by every month, so didn't get what you were going for. But I get it now (I think). The following will work in a calculated column:

 

CalcColumn=
CALCULATE(
    SUM('Table'[Purchases]), 
    FILTER('Table', 
        'Table'[Date] = EARLIER('Table'[Date]) && 
        'Table'[Customer] = EARLIER('Table'[Customer])
    )
)

All that said, it sounds like this would be more appropriate to go in a measure. I.e. if you want to know for each month and customer what the sum purchases were regardless of category (because you're going for some category percentage or something), then the measure would simply be the following, which you can easily reuse in other measures:

Measure = CALCULATE(SUM('Table'[Purchases]),ALL('Table'[Category]))

View solution in original post

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