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Frequent Visitor

calculating the number of periods in which a budget was exceeded

Hi,

I am aiming to create a measure to calculate the number of periods in which a budget was exceeded.

In my specific case, what I am trying to do is count the number of Dates[Iso.Week] in which Sales[Sale.Value] for Dates[Iso.Year]=2019 exceeded Sales.[Sale.Value] for Dates[Iso.Year]=2018.

Any help would be greatly appreciated, I think I am really struggling to wrap my head around filter contexts ...

Best wishes,
Laurence
_____

p.s.
Dates[Iso.Year] is the Year as defined by week numbers
Dates[Iso.Week] is the week number of a given date
Sales[Sale.Value] is the raw sales value for transactions (which are all dated and linked to the above two fields).

2 REPLIES 2
Community Support Team

Re: calculating the number of periods in which a budget was exceeded

I am aiming to create a measure to calculate the number of periods in which a budget was exceeded.

In my specific case, what I am trying to do is count the number of Dates[Iso.Week] in which Sales[Sale.Value] for Dates[Iso.Year]=2019 exceeded Sales.[Sale.Value] for Dates[Iso.Year]=2018.

Any help would be greatly appreciated, I think I am really struggling to wrap my head around filter contexts ...

Best wishes,
Laurence
_____

p.s.
Dates[Iso.Year] is the Year as defined by week numbers
Dates[Iso.Week] is the week number of a given date
Sales[Sale.Value] is the raw sales value for transactions (which are all dated and linked to the above two fields).

Could you share some sample data and clarify more details about your current measures and expected result?

Community Support Team _ Jimmy Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Frequent Visitor

Re: calculating the number of periods in which a budget was exceeded

Hi Jimmy, sure ...

For example

Dates[Iso.Week]=1, Sales[Sale.Value] for Dates[Iso.Year] 2018 = £0.21M, Sales[Sale.Value] for Dates[Iso.Year] 2019 = blank       -False

Dates[Iso.Week]=2, Sales[Sale.Value] for Dates[Iso.Year] 2018 = £0.54M, Sales[Sale.Value] for Dates[Iso.Year] 2019 = £0.73M    -True

Dates[Iso.Week]=3, Sales[Sale.Value] for Dates[Iso.Year] 2018 = £0.26M, Sales[Sale.Value] for Dates[Iso.Year] 2019 = £0.44M    -True

Dates[Iso.Week]=4, Sales[Sale.Value] for Dates[Iso.Year] 2018 = £0.70M, Sales[Sale.Value] for Dates[Iso.Year] 2019 = £0.82M    -True

Dates[Iso.Week]=5, Sales[Sale.Value] for Dates[Iso.Year] 2018 = £0.55M, Sales[Sale.Value] for Dates[Iso.Year] 2019 = £0.54M    -False

Measure = number of weeks so far this year where 2019 exceeded 2018 = 3

Hope this makes things clearer.

Best wishes,
Laurence