I am new to dax .
I am trying to get the cumulative sales total for end of each month.
I have created a measure that calculates total sales called "MeasureTotalSum"
MeasureTotalSum = Sum(FactSales[SaleAmount])
Then I have used that below,
Sales:=CALCULATE (
[MeasureSalesSum],
FILTER (
ALL ( DimDate[Datekey] ),
DimDate[Datekey] <= MAX ( ( DimDate[Datekey] ) )
)
)
But i am not able to get sum of MeasureTotalSum at the end of each month.(I need sum of MeasureTotalSum for last day of every month )
Example : value # Jan31 + Feb28 +March31 + Jume30 ......Dec31 for every year.
Related
I am struggling with DAX measure to get 2nd month from today, or in business terms, before previous month (so lets say May from now).
I am using this DAX:
Prev-2Months =
CALCULATE (
CALCULATE (
[Comp_Spend],
MONTH ( CCC[Date] )
= IF (
MONTH ( MAX ( CCC[Date] ) ) <= 2,
10 + MONTH ( MAX ( CCC[Date] ) ), // similar DAX is for Month
before (so June) with a
little tweak
MONTH ( MAX ( CCC[Date] ) ) - 2
),
YEAR ( CCC[Date] )
= IF (
MONTH ( MAX ( CCC[Date] ) ) <= 2,
YEAR ( MAX ( CCC[Date] ) - 1 ),
YEAR ( MAX ( CCC[Date] ) )
),
ALL ( V_Dim_Dates ),
KEEPFILTERS ( CCC[ClinicID] )
)
)
When it comes to February 2022 with slicer I am getting Blank values, assuming that Fiscal Year ends on 09/30. How can I solve this to not getting blanks for this "year transition" case?
Hmmm I guess I solved it using DATEADD, where my huge formula gives the same result.. :/
Prev-1M = CALCULATE ([Compliance_Spend],DATEADD(Commercial[Date],-1,MONTH),REMOVEFILTERS(V_Dim_Dates_Extended))
So I can easily adjust if I wanna 1 or 2 or 3 months to have as previous..
It is good to know that there are XYZ options in DAX how you can obtain the same thing.
Credits for suggesting: #Anonymous
I am struggling with what I think is a really silly problem.
I am trying to get "MTD target" values from an arbitrary date selection. I have a table 'out' which has many dimensions +date, as well as a target table which gives me a constant target value per day, for each month. My goal is to get the number of days selected per EACH month and multiply it by the corresponding daily target for the relevant month.
For example, month 1 daily target is 2, month 2 daily target is 4. I have 4 days in month 1, and 3 days in month 2. My cumulative target should be 2*4+3*2 = 14.
I can do this for a single month no problem. But as soon as I have a date range selected that crosses 2 or more months it all goes to hell.
Table 'out' has date, country, and other dimensions.
Table 'targets' has a year, month, and country dimensions.
I am trying to get some join and multiplication that is something like SUM(month_country * selected_days)
Here are the DAX measures I've tried:
mtd_inv_tgt :=
CALCULATE (
SUM ( targets[daily_spend] ),
FILTER (
targets,
targets[market] = FIRSTNONBLANK ( out[co_market], "" )
&& targets[yyyymm] >= MIN ( out[yyyymm] )
&& targets[yyyymm] <= MAX ( out[yyyymm] )
)
)
* DISTINCTCOUNT ( out[date] )
mtd_inv_tgt :=
SUMX (
FILTER (
targets,
targets[market] = FIRSTNONBLANK ( out[co_market], "" )
&& targets[yyyymm] >= MIN ( out[yyyymm] )
&& targets[yyyymm] <= MAX ( out[yyyymm] )
),
targets[daily_spend] * DISTINCTCOUNT ( out[date] )
)
This works fine if the dates selected belong to one month. If I select 2 months it will add the daily spend across 2 months and then multiply it by the number of dates covering the 2 months. Like from the above example it would be (2+3)*(4+2) = 30, which is obviously wrong.
The caveat is I can't use SUMX on the 'out' table because there are many records per date+country, whilst the targets are a single entry per month+country.
I think something similar to this should work:
mtd_inv_tgt :=
SUMX (
VALUES ( out[date] ),
LOOKUPVALUE (
targets[daily_spend],
targets[yyyymm], SELECTEDVALUE ( out[yyymm] )
)
)
This iterates over each distinct out[date] value in the current filter context and adds up the daily_spend for each of those dates that it looks up by matching on yyymm.
Iterating over only the yyymm might be more efficient:
mtd_inv_tgt :=
SUMX (
VALUES ( out[yyymm] ),
DISTINCTCOUNT ( out[date] )
* LOOKUPVALUE (
targets[daily_spend],
targets[yyyymm], EARLIER ( out[yyymm] )
)
)
Note: If these don't work as expected, please provide sample data to check against as I haven't actually tested these.
I have created a measure which calculates the percent of completion for each project. But my client wants it to display blanks after the project is completed, i.e. after the first 100%.
I already tried using an If function, but it is returning the same value for every month. I also looked online, but did not find a solution. Here is my %OfCompletion measure and the measure that it depends on.
% of Completion:=
VAR sproject =
IF ( HASONEVALUE ( Project[Project] ), VALUES ( Project[Project] ) )
RETURN
CALCULATE (
DIVIDE (
[S Expenses Running Total],
CALCULATE (
[Total Sales Costs] + [Total Sales Hours],
ALL ( Sales ),
Sales[Project] = sproject
)
),
Project[Classification] = "IN"
)
Expenses Running Total:= CALCULATE (
[Total Sales Costs] + [Total Sales Hours],
FILTER (
ALL ( Dates ),
Dates[Current Month Offset] <= MAX ( Dates[Current Month Offset] )
)
)
Example Values,
And a screenshot of my model.
This checks if current month completion is 100% AND prior month completion is also 100%, and returns BLANK - otherwise returns the actual completion value:
Monthly Completion Measure:=
IF (
[% of Completion] = 1 &&
CALCULATE (
[% of Completion],
PARALLELPERIOD (
Dates[Date],
-1,
MONTH
)
) = 1,
BLANK,
[% of Completion]
)
Following tutorials I have a dax formula that calculates a 12 month moving average. However it seems slightly off from what users would be expecting.
12 Month Moving Average:=AVERAGEX (
FILTER (
ALL (dim_Calendar ),
dim_Calendar[Month_from_date_iso] > ( NEXTDAY ( SAMEPERIODLASTYEAR ( LASTDATE (dim_Calendar[Date_iso] ) ) ) ) && /* t1 */
dim_Calendar[Month_from_date_iso] <= MAX (dim_Calendar[Date_iso] ) /* t2 */
),[Total Month Sales])
Edit: adding Total Month Sales
Total Month Sales:=CALCULATE (
SUM([Sales Gross]),
FILTER (
ALL ( dim_Calendar),
dim_Calendar[Month_from_date_iso] = MAX (dim_Calendar[Month_from_date_iso] )
)
)
I would have expected Column F to match Column E.
Am I misunderstanding how AVERAGEX works or is this a rookie error?
Edit2: progress update. Demonstrating how the proposed solution calculates the overall average, not last 12 months.
IIF(SUM
(
[Calendar].[Month].CurrentMember.Lag(11) :
[Calendar].[Month].CurrentMember,
[Measures].[Qty]
) = 0, 0,
SUM
(
[Calendar].[Month].CurrentMember.Lag(11) :
[Calendar].[Month].CurrentMember,
[Measures].[Num]
) /
SUM
(
[Calendar].[Month].CurrentMember.Lag(11) :
[Calendar].[Month].CurrentMember,
[Measures].[Qty]
) )
This is formula from multi dimensional model i am trying to convert this MDX formula to DAX formula to use in Tubular model.
12 Month Avg :=
IF (
CALCULATE (
SUM ( [QTY] ),
FILTER (
ALL ( Calendar[Month] ),
Calendar[Month] - 11
= ( Calendar[Month] - 11 )
)
)
= 0,
BLANK (),
CALCULATE (
SUM ( [Num] ),
FILTER (
ALL ( Calendar[Month] ),
Calendar[Month] - 11
= ( Calendar[Month] - 11 )
)
)
/ CALCULATE (
SUM ( [QTY] ),
FILTER (
ALL ( Calendar[Month] ),
Calendar[Month] - 11
= ( Calendar[Month] - 11 )
)
)
)
So i made this DAX formula to convert MDX formula at the top. However it seem not working properly when i select month in pivot table. Those two formula don't match when i filtered by month. How can i resolve that problem?
1) Create three base measures:
TotalNum := SUM([Num])
TotalQty := SUM([Qty])
Avg := DIVIDE ( [TotalNum], [TotalQty], 0 )
2) Create a calculated measure to calculate the average over the prior year including the current selected month:
AvgLastYear:= CALCULATE (
[Avg] ,
DATESINPERIOD (
Calendar[Date] ,
MAX(Calendar[Date]),
-1, year
)
)
Explanation:
First, you don't need that divide by zero rigmarole, both MDX and DAX have a DIVIDE() function which handles that implicitly.
Second, with DAX, the idea is to build a base measure and then use CALCULATE() to shift the context of that measure as needed - in this case the time period.
Here we're looking at the current selected month (represented as MAX(Calendar[Date]), though you could use any aggregation function) and then using DATESINPERIOD() to choose a set of dates in our Calendar table which represent the time period T-1 year to the current month.