Sunday, March 10, 2019

How to Filter data dynamically using Time Intelligence Selector

How to dynamically view YTD, QTD and MTD data using Time Intelligence Selector 
Scenario :
Suppose we have the data Model in our Power BI Report as follows..

We have the "SelectMeasure" table with data as follows..

Next in this Table, we will create a new Measure using the below DAX Expression :
SelectorNum = MIN(SelectMeasure[SelectorNumber])

Next we create a Slicer (Horizontal Orientation) on the report using the above table. This will be used as a dynamic Query Filter for viewing the data.
Next we create the required Measures using the below DAX Expressions :
SumSales = SUM(FactSales[Net_Sales])
ActualMTD = CALCULATE([SumSales], DATESMTD(FactSales[Order_Date]))
ActualQTD
= CALCULATE([SumSales], DATESQTD(FactSales[Order_Date]))
ActualYTD
= CALCULATE([SumSales], DATESYTD(FactSales[Order_Date]))

Notes :
     The "[SumSales] is the Total Sum of Sales.
     The other Actual measures will be created based on the measure [SumSales].
     [ActualMTD] - returns the SumSales of the Current Month(eg : FY16Q4M3).
     [ActualQTD] - returns the SumSales of the Current Quarter(eg: FY16Q4).
     [ActualYTD] - returns the SumSales of the Current Year(eg: FY16)


Next we will create a new Measure [ActualSelect], using the Switch Function which will be selecting the values from the above Actual Measures based on our Selector (i.e., Slicer)
ActualSelect = SWITCH([SelectorNum]
  , 1, [ActualMTD]
  , 2, [ActualQTD]
  , 3, [ActualYTD]
)

Now we can use the measure [ActualSelect], in the report, to dynamically Filter the Data in the the Report based on the Slicer/Selector items as follows..

Notes :
In the above Card in blue color, the label ( FY16 Sales : 219 M) is customized using the below DAX Expression :
SumLabel = "FY"&RIGHT(MAXX(FactSales,YEAR(FactSales[Order_Date])),2)&" Sales : "& FORMAT([SumSales]/100000,"0 M")

Suppose if we have a Scenario (not related to above Article) where we have the data with Actuals and Forecast, in that case, we can calculate the Actual/Forecast using the below similar DAX Functions :
Actual = CALCULATE([SumAmount], Scenario[ScenarioName] = "Actual")
Forecast = CALCULATE([SumAmount], Scenario[ScenarioName] = "Forecast")
Actual/Forecast = SUMX(VALUES(FactSales[FiscalYear]),IF(ISBLANK([Forecast]), [Actual], [Forecast]))

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Thanks, TAMATAM ; Business Intelligence & Analytics Professional 
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