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
 

Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)
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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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