Dax - filter, all, allexcept

D

DickyMoo

New Member
Joined
Mar 8, 2016
Messages
32
Hi,

I have a monthly snapshot of our member data, and am trying to create a measure showing the income effects of members joining / leaving / dying etc.

For example, members who have died in the month are identified by a flag column, Died_Flag. I would like to calculate the income for this group of members from the previous month. I currently have this, but it is not working:

Code: 
Variance Monthly Fee - Died = 
VAR tblmembers =
    FILTER ( Fee_Analysis, Fee_Analysis[Died_Flag] = 1 )
RETURN
    CALCULATE ( [Monthly Fee - Prior Month], tblmembers )

Does anyone have any suggestions on how to go about this? The steps I need to do are as follows:

- Identify members who died in the current month by filtering the flag column
- Calculate the Monthly Fee for these members for the previous month

I think my problem is that the tblmembers also has a month filter on it, but I'm not sure how to sort that out.

Thanks for any assistance.

Richard
 

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Could you post a sample of your tables? I am guessing you have a Fee_Analysis fact table plus a Calendar table?
 
Upvote 0
Here you go, hopefully this is clear. Let me know if otherwise. The Calendar table is pretty standard, one day per row.

Member 2 died in August so, in August, I would like to see that he had a fee of £25 in the prior month.
Member 4 resigned in August so, in August, I would like to see that he had a fee of £40 in the prior month.

Code: 
Fee_analysis table:[TABLE="width: 550"]
<tbody>[TR]
[TD]Member ID[/TD]
[TD]Date[/TD]
[TD]Fee[/TD]
[TD]Died_Flag[/TD]
[TD]Resigned_Flag[/TD]
[/TR]
[TR]
[TD="align: right"]1[/TD]
[TD="align: right"]01-Jul[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]0[/TD]
[/TR]
[TR]
[TD="align: right"]2[/TD]
[TD="align: right"]01-Jul[/TD]
[TD="align: right"]25[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]0[/TD]
[/TR]
[TR]
[TD="align: right"]3[/TD]
[TD="align: right"]01-Jul[/TD]
[TD="align: right"]50[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]0[/TD]
[/TR]
[TR]
[TD="align: right"]4[/TD]
[TD="align: right"]01-Jul[/TD]
[TD="align: right"]40[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]0[/TD]
[/TR]
[TR]
[TD="align: right"]1[/TD]
[TD="align: right"]01-Aug[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]0[/TD]
[/TR]
[TR]
[TD="align: right"]2[/TD]
[TD="align: right"]01-Aug[/TD]
[TD="align: right"]25[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]0[/TD]
[/TR]
[TR]
[TD="align: right"]3[/TD]
[TD="align: right"]01-Aug[/TD]
[TD="align: right"]50[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]0[/TD]
[/TR]
[TR]
[TD="align: right"]4[/TD]
[TD="align: right"]01-Aug[/TD]
[TD="align: right"]40[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]1[/TD]
[/TR]
</tbody>[/TABLE]

Desired output:
[TABLE="width: 330"]
<tbody>[TR]
[TD]Month[/TD]
[TD]Income Variance Due to Died[/TD]
[TD]Income Variance Due to Resigned[/TD]
[/TR]
[TR]
[TD]July[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]0[/TD]
[/TR]
[TR]
[TD]August[/TD]
[TD="align: right"]-25[/TD]
[TD="align: right"]-40[/TD]
[/TR]
</tbody>[/TABLE]
 
Upvote 0
Does this do what you are after?

Income Variance Due to Died :=<br><span class="Keyword" style="color:#0070FF">SUMX</span><span class="Parenthesis" style="color:#969696"> (</span><br><span class="indent4">    </span><span class="Keyword" style="color:#0070FF">VALUES</span><span class="Parenthesis" style="color:#969696"> (</span> Dates[MonthName] <span class="Parenthesis" style="color:#969696">)</span>,<br><span class="indent4">    </span><span class="Keyword" style="color:#0070FF">CALCULATE</span><span class="Parenthesis" style="color:#969696"> (</span><br><span class="indent8">        </span><span class="Keyword" style="color:#0070FF">SUM</span><span class="Parenthesis" style="color:#969696"> (</span> Fee_Analysis[Fee] <span class="Parenthesis" style="color:#969696">)</span>,<br><span class="indent8">        </span><span class="Keyword" style="color:#0070FF">CALCULATETABLE</span><span class="Parenthesis" style="color:#969696"> (</span><br><span class="indent8">        </span><span class="indent4">    </span><span class="Keyword" style="color:#0070FF">VALUES</span><span class="Parenthesis" style="color:#969696"> (</span> Fee_Analysis[Member ID] <span class="Parenthesis" style="color:#969696">)</span>,<br>            Fee_Analysis[Died_Flag] = <span class="Number" style="color:#EE7F18">1</span><br><span class="indent8">        </span><span class="Parenthesis" style="color:#969696">)</span>,<br><span class="indent8">        </span><span class="Keyword" style="color:#0070FF">DATEADD</span><span class="Parenthesis" style="color:#969696"> (</span><br>            Dates[Date],<br><span class="indent8">        </span><span class="indent4">    </span><span class="Number" style="color:#EE7F18">-1</span>,<br><span class="indent8">        </span><span class="indent4">    </span><span class="Keyword" style="color:#0070FF">MONTH</span><br><span class="indent8">        </span><span class="Parenthesis" style="color:#969696">)</span><br><span class="indent4">    </span><span class="Parenthesis" style="color:#969696">)</span><br><span class="Parenthesis" style="color:#969696">)</span><br>

Income Variance Due to Resigned :=<br><span class="Keyword" style="color:#0070FF">SUMX</span><span class="Parenthesis" style="color:#969696"> (</span><br><span class="indent4">    </span><span class="Keyword" style="color:#0070FF">VALUES</span><span class="Parenthesis" style="color:#969696"> (</span> Dates[MonthName] <span class="Parenthesis" style="color:#969696">)</span>,<br><span class="indent4">    </span><span class="Keyword" style="color:#0070FF">CALCULATE</span><span class="Parenthesis" style="color:#969696"> (</span><br><span class="indent8">        </span><span class="Keyword" style="color:#0070FF">SUM</span><span class="Parenthesis" style="color:#969696"> (</span> Fee_Analysis[Fee] <span class="Parenthesis" style="color:#969696">)</span>,<br><span class="indent8">        </span><span class="Keyword" style="color:#0070FF">CALCULATETABLE</span><span class="Parenthesis" style="color:#969696"> (</span><br><span class="indent8">        </span><span class="indent4">    </span><span class="Keyword" style="color:#0070FF">VALUES</span><span class="Parenthesis" style="color:#969696"> (</span> Fee_Analysis[Member ID] <span class="Parenthesis" style="color:#969696">)</span>,<br>            Fee_Analysis[Resigned_Flag] = <span class="Number" style="color:#EE7F18">1</span><br><span class="indent8">        </span><span class="Parenthesis" style="color:#969696">)</span>,<br><span class="indent8">        </span><span class="Keyword" style="color:#0070FF">DATEADD</span><span class="Parenthesis" style="color:#969696"> (</span><br>            Dates[Date],<br><span class="indent8">        </span><span class="indent4">    </span><span class="Number" style="color:#EE7F18">-1</span>,<br><span class="indent8">        </span><span class="indent4">    </span><span class="Keyword" style="color:#0070FF">MONTH</span><br><span class="indent8">        </span><span class="Parenthesis" style="color:#969696">)</span><br><span class="indent4">    </span><span class="Parenthesis" style="color:#969696">)</span><br><span class="Parenthesis" style="color:#969696">)</span><br>
 
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