Trying something: Vlookup and Sumifs in Excel and want to do it in Power BI

[Anonymous]

Hi..

I have two data sets: Market Sales and Contact Details

Sample here:https://drive.google.com/open?id=1ZL5yvqDhUJ3eb1D0pr7FKmUNyE3qgvAN

Structure: Market Sales

Market Name	Time Period	Sales
C1	201801	100
C1	201802	120
---

Contacts Data

Market	Time Period	Contact Type	No. of Contacts
C1	201801	T1	10
C1	201802	T1	10
C1	201801	T2	20
C1	201802	T2	20

Calculations is to be like: If for time period 201802: Contacts (T1+T2){20+20}/Sales in C1 country {201801+201712+201711+201710+201709+201708} (Sum of sales in 6 prior months)

I have tried to create columns for calculating the rolling 6 prior months sales in market table (but failed) and then bring it to complaints table and using a measure like max(6mmtsales)/sum(contacts) {max because on joining the two tables, the contacts table will have multiple records of the same sales value}

Please can someone help me with this. TIA!

[Anonymous]

@Greg_DecklerCan you advice an approach on this.

[amitchandak]

My advice would convert time period to date in both tables and join with time dimesion and use the formula like the one in example below

New column in both tables

Date = date(left([time period],4),right([time period],2),1)

These are example formula, create like these

Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-6,MONTH)) 
Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date Filer],MAX(Sales[Sales Date]),-6,MONTH))  

Also, use a common Market dimension

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

[Anonymous]

@amitchandakThis is the sample data and the process as well.

6MMT / YTD are the calculated columns I need. Emphasis on columns because data across two databases are at different levels and hence, measures won't work.

Logic is 6MMT is sum of sales for preceding 6 months or lesser in case data is not present.Ex: June 2019 is Dec 2018+Jan 2019+Feb 2019+Mar 2019+Apr 2019+May 2019

YTD is data from March of last fy to one month prior. Ex: May 2019 would be March 2019+April 2019.

Data is first 3 columns, I have added 2 additional columns with desired outputs.

Country	Period	Sales	6MMT (6 Months Prior but Excluding This Month)	YTD (From Last Year March to one month prior)
C1	201711	80	0	0
C1	201712	90	80	80
C1	201801	100	170	90
C1	201802	110	270	190
C1	201803	120	380	300
C1	201804	130	500	420
C1	201805	140	630	550
C1	201806	150	690	690
C1	201807	160	750	840
C1	201808	170	810	1000
C1	201809	180	870	1170
C1	201810	190	930	1350
C1	201811	200	990	1540
C1	201812	210	1050	1740

[amitchandak]

@Anonymous 

Please find the attached solution after the signature.

YTD you have to test on the bigger dataset as your description and expected output do not match