curmonthoffset behavior on q level

[Laila92]

HI, I am using the calendar table createdby Avi Singh. I am confused about the behavior of the curmonthoffset column. 

This is the code for the table: 

let
    /*
    ****This Calendar was created and provided by Avi Singh****
    ****This can be freely shared as long as this text comment is retained.****
    http://www.youtube.com/PowerBIPro
    www.LearnPowerBI.com by Avi Singh
    */
    #"LearnPowerBI.com by Avi Singh" = 1,
    StartDate = #date(2016, 1, 1),
    EndDate = Date.EndOfYear(DateTime.Date(DateTime.FixedLocalNow())) /*was "#date(2017, 1, 1)" Updated on 201802027: hard Coded End of Year caused some formulas to break, switching to dynamic date*/,
    //Used for 'Offset' Column calculations, you may Hard code CurrentDate for testing e.g. #date(2017,9,1)
    CurrentDate = DateTime.Date(DateTime.FixedLocalNow()),
    // Specify the last month in your Fiscal Year, e.g. if June is the last month of your Fiscal Year, specify 6
    FiscalYearEndMonth = 6,
    #"==SET PARAMETERS ABOVE==" = 1,
    #"==Build Date Column==" = #"==SET PARAMETERS ABOVE==",
    ListDates = List.Dates(StartDate, Number.From(EndDate - StartDate)+1, #duration(1,0,0,0)),
    #"Converted to Table" = Table.FromList(ListDates, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    #"Renamed Columns as Date" = Table.RenameColumns(#"Converted to Table",{{"Column1", "Date"}}),
    // As far as Power BI is concerned, the 'Date' column is all that is needed 🙂 But we will continue and add a few Human-Friendly Columns
    #"Changed Type to Date" = Table.TransformColumnTypes(#"Renamed Columns as Date",{{"Date", type date}}),
    #"==Add Calendar Columns==" = #"Changed Type to Date",
    #"Added Calendar MonthNum" = Table.AddColumn(#"==Add Calendar Columns==", "MonthNum", each Date.Month([Date]), Int64.Type),
    #"Added QuarterNum" = Table.AddColumn(#"Added Calendar MonthNum", "QuarterNum", each Date.QuarterOfYear([Date]), Int64.Type),
    #"Added Month Name" = Table.AddColumn(#"Added QuarterNum", "Month", each Text.Start(Date.MonthName([Date]),3), type text),
    #"Added Month Name Long" = Table.AddColumn(#"Added Month Name", "MonthLong", each Date.MonthName([Date]), type text),
    #"Added Calendar Quarter" = Table.AddColumn(#"Added Month Name Long", "Quarter", each "Q" & Text.From(Date.QuarterOfYear([Date]))),
    #"Added Calendar Year" = Table.AddColumn(#"Added Calendar Quarter", "Year", each Date.Year([Date]), Int64.Type),
    #"==Add Fiscal Calendar Columns==" = #"Added Calendar Year",
    #"Added FiscalMonthNum" = Table.AddColumn(#"==Add Fiscal Calendar Columns==", "FiscalMonthNum", each if [MonthNum] > FiscalYearEndMonth
then [MonthNum] - FiscalYearEndMonth
else [MonthNum] + (12 - FiscalYearEndMonth), type number),
    #"Added FiscalMonth Name" = Table.AddColumn(#"Added FiscalMonthNum", "FiscalMonth", each [Month]),
    #"Added FiscalMonth Name Long" = Table.AddColumn(#"Added FiscalMonth Name", "FiscalMonthLong", each [MonthLong]),
    #"Added FiscalQuarter" = Table.AddColumn(#"Added FiscalMonth Name Long", "FiscalQuarter", each "FQ" & Text.From(Number.RoundUp([FiscalMonthNum] / 3,0))),
    #"Added FiscalYear" = Table.AddColumn(#"Added FiscalQuarter", "FiscalYear", each "FY" & 
Text.End(
  Text.From(
    if [MonthNum] > FiscalYearEndMonth
    then [Year] + 1
    else [Year]
  )
  , 2
)),

    #"==Add Calendar Date Offset Columns==" = #"Added FiscalYear",
    // Can be used to for example to show the past 3 months(CurMonthOffset = 0, -1, -2)
    #"Added CurMonthOffset" = Table.AddColumn(#"==Add Calendar Date Offset Columns==", "CurMonthOffset", each ( Date.Year([Date]) - Date.Year(CurrentDate) ) * 12
+ Date.Month([Date]) - Date.Month(CurrentDate), Int64.Type),
// Can be used to for example to show the past 3 quarters (CurQuarterOffset = 0, -1, -2)
    //#"Added CurMonthOffset" = Table.AddColumn(DataTypes, "CurrentMonthOffset", each (Date.Year([Date])- Date.Year(CurrentDate) ) * 12 + Date.Month([Date]) - Date.Month(CurrentDate)),
   // Table.AddColumn(#"==Add Calendar Date Offset Columns==", "CurMonthOffset", each ( Date.Year([Date]) - Date.Year(CurrentDate) ) * 12 + Date.Month([Date]) - Date.Month(CurrentDate), Int64.Type),
    // Can be used to for example to show the past 3 quarters (CurQuarterOffset = 0, -1, -2)
    #"Added CurQuarterOffset" = Table.AddColumn(#"Added CurMonthOffset", "CurQuarterOffset", each /*Year Difference*/
       ( Date.Year([Date]) - Date.Year(CurrentDate) )*4
       /*Quarter Difference*/
      + Number.RoundUp(Date.Month([Date]) / 3) 
      - Number.RoundUp(Date.Month(CurrentDate) / 3),
Int64.Type),
    // Can be used to for example to show the past 3 years (CurYearOffset = 0, -1, -2)
    #"Added CurYearOffset" = Table.AddColumn(#"Added CurQuarterOffset", "CurYearOffset", each Date.Year([Date]) - Date.Year(CurrentDate), Int64.Type),
    // Can be used to for example filter out all future dates
    #"Added FutureDate Flag" = Table.AddColumn(#"Added CurYearOffset", "FutureDate", each if [Date] > CurrentDate then "Future" else "Past" ),
    // FiscalYearOffset is the only Offset that is different.
    // FiscalQuarterOffset = is same as CurQuarterOffset
    // FiscalMonthOffset = is same as CurMonthOffset
    #"==Add FiscalYearOffset==" = #"Added FutureDate Flag",
    #"Filtered Rows to CurrentDate" = Table.SelectRows(#"==Add FiscalYearOffset==", each ([Date] = CurrentDate)),
    CurrentFiscalYear = #"Filtered Rows to CurrentDate"{0}[FiscalYear],
    #"Continue...Orig Table" = #"==Add FiscalYearOffset==",
    #"Added CurFiscalYearOffset" = Table.AddColumn(#"Continue...Orig Table", "CurFiscalYearOffset", each Number.From(Text.Range([FiscalYear],2,2)) - 
Number.From(Text.Range(CurrentFiscalYear,2,2))
/*Extract the numerical portion, e.g. FY18 = 18*/),
    #"==Add General Columns==" = #"Added CurFiscalYearOffset",
    // Used as 'Sort by Column' for MonthYear columns
    #"Added MonthYearNum" = Table.AddColumn(#"==Add General Columns==", "MonthYearNum", each [Year]*100 + [MonthNum] /*e.g. Sep-2016 would become 201609*/, Int64.Type),
    #"Added QuarterYearNum" = Table.AddColumn(#"Added MonthYearNum", "QuarterYearNum", each [Year]*100 + [QuarterNum] /*e.g. Sep-2016 would become 201609*/, Int64.Type),
    #"Added MonthYear" = Table.AddColumn(#"Added QuarterYearNum", "MonthYear", each [Month] & "-" & Text.End(Text.From([Year]),2)),
    #"Added QuarterYear" = Table.AddColumn(#"Added MonthYear", "QuarterYear", each [Quarter] & "-" & Text.End(Text.From([Year]),2)),
    #"Added MonthYearLong" = Table.AddColumn(#"Added QuarterYear", "MonthYearLong", each [Month] & "-" & Text.From([Year])),
    #"Added WeekdayNum" = Table.AddColumn(#"Added MonthYearLong", "WeekdayNum", each Date.DayOfWeek([Date]), Int64.Type),
    #"Added Weekday Name" = Table.AddColumn(#"Added WeekdayNum", "Weekday", each Text.Start(Date.DayOfWeekName([Date]),3), type text),
    #"Added WeekdayWeekend" = Table.AddColumn(#"Added Weekday Name", "WeekdayWeekend", each if [WeekdayNum] = 0 or [WeekdayNum] = 6
then "Weekend"
else "Weekday"),
    #"==Improve Ultimate Table" = #"Added WeekdayWeekend",
    #"----Add WeekSequenceNum----" = #"==Improve Ultimate Table",
    #"Filtered Rows Sundays Only (Start of Week)" = Table.SelectRows(#"----Add WeekSequenceNum----", each ([WeekdayNum] = 0)),
    #"Added Index WeekSequenceNum" = Table.AddIndexColumn(#"Filtered Rows Sundays Only (Start of Week)", "WeekSequenceNum", 2, 1),
    #"Merged Queries Ultimate Table to WeekSequenceNum" = Table.NestedJoin(#"==Improve Ultimate Table",{"Date"},#"Added Index WeekSequenceNum",{"Date"},"Added Index WeekNum",JoinKind.LeftOuter),
    #"Expanded Added Index WeekNum" = Table.ExpandTableColumn(#"Merged Queries Ultimate Table to WeekSequenceNum", "Added Index WeekNum", {"WeekSequenceNum"}, {"WeekSequenceNum"}),
    // somehow it ends up being unsorted after Expand Column, should not matter for the end table, but makes it harder to debug and check everything is correct. Thus sorting it.
    #"ReSorted Rows by Date" = Table.Sort(#"Expanded Added Index WeekNum",{{"Date", Order.Ascending}}),
    #"Filled Down WeekSequenceNum" = Table.FillDown(#"ReSorted Rows by Date",{"WeekSequenceNum"}),
    #"Replaced Value WeekSequenceNum null with 1" = Table.ReplaceValue(#"Filled Down WeekSequenceNum",null,1,Replacer.ReplaceValue,{"WeekSequenceNum"}),
    #"----WeekSequenceNum Complete----" = #"Replaced Value WeekSequenceNum null with 1",
    Current_WeekSequenceNum = #"----WeekSequenceNum Complete----"{[Date = CurrentDate]}?[WeekSequenceNum],
    #"Added Custom CurWeekOffset" = Table.AddColumn(#"----WeekSequenceNum Complete----", "CurWeekOffset", each [WeekSequenceNum] - Current_WeekSequenceNum, Int64.Type),
    #"Sorted Rows" = Table.Sort(#"Added Custom CurWeekOffset",{{"MonthNum", Order.Ascending}}),
    #"Changed Type" = Table.TransformColumnTypes(#"Sorted Rows",{{"Date", type date}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "Weeknumber", each Date.WeekOfYear([Date],Day.Monday)),
    #"Added Index" = Table.AddIndexColumn(#"Added Custom", "Index", 0, 1, Int64.Type),
    #"Changed Type with Locale" = Table.TransformColumnTypes(#"Added Index", {{"Date", type date}}, "en-US")
in
    #"Changed Type with Locale"

When i add this to a measure with  

SELECTEDVALUE ( Dates[CurMonthOffset] ) = 0

This returns correctly when i put it in a table on month level, but when I make the table on quarterly level, it returns true everywhere, and when i do it on a week level it randomly returns true/false., see the images i added.

[v-jayw-msft]

Hi @Laila92 ,

SELECTEDVALUE() returns the value when the context for column name has been filtered down to one distinct value only. Otherwise returns alternate result. The alternate result is the value returned when the context for column name has been filtered down to zero or more than one distinct value. When not provided, the default value is BLANK().

In short, if there are multiple [CurMonthOffset] for the current row, blank() will be returned. Blank()=0 so measure returns true.

Best Regards,

Jay

[Laila92 · Accepted solution]

I found a solution myself:

Cumulative Won MRR = 

SWITCH(
    TRUE(),
and(SELECTEDVALUE(Dates[CuryearOffset])=0,and(SELECTEDVALUE(Dates[CurmonthOffset])=0,SELECTEDVALUE(Dates[CurQuarterOffset])=0)), 1),
0)

[amitchandak]

@Laila92 , Qtr year is also from dates table  ?

Try like

maxx(SELECTEDVALUE ( Dates), Dates[CurMonthOffset] ) = 0

[Laila92]

 Qtr year is also from dates table  ? - yes

maxx(SELECTEDVALUE ( Dates), Dates[CurMonthOffset] ) = 0  - THIS Measure does not work, it should be maxx(Dates,SELECTEDVALUE (Dates[CurMonthOffset] )) = 0 i assume, but why would that solve the issue? (it does not change the outcome in the table)

[amitchandak]

@Laila92 , I think my mistake, it should be

maxx(allselected( Dates), Dates[CurMonthOffset] ) = 0

Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

[Laila92]

why would this possibly work though? this formula just shows me the max curmonthoffset i have in the table, it does not do anything related to whether the one on the current row is 0 or not.
There is no sample data, just the calendar table that I gave and the measure.