Search found 9 matches

by matthew
Thu Aug 24, 2017 9:32 am
Forum: PowerPivot/DAX
Topic: Power-planner
Replies: 1
Views: 77

Re: Power-planner

I see you posted a response to me just now over at MrExcel. Thanks.
by matthew
Thu Aug 24, 2017 3:22 am
Forum: PowerPivot/DAX
Topic: Power-planner
Replies: 1
Views: 77

Power-planner

Matt Allington, I noticed in the comments on a mrexcel blog post you mentioned power-planner as an option for tracking comments (or something like that). I demo'd the product but ultimately didn't purchase it so I was curious if you have had an experience with it and what your thoughts are on it. I ...
by matthew
Wed Nov 02, 2016 6:15 pm
Forum: PowerPivot/DAX
Topic: Understanding context transition
Replies: 16
Views: 2301

Re: Understanding context transition

Great discussion. Never can have too much discussion on DAX. They explain it correctly but it is hard, and there are layers of complexity. It is almost a case that if you don't actually understand, then you think you understand - but your understanding is wrong. Seriously. This is me. On a lot of th...
by matthew
Wed Jul 20, 2016 3:02 am
Forum: PowerPivot/DAX
Topic: DATESQTD alternative: always the full quarter
Replies: 7
Views: 1277

Re: DATESQTD alternative: always the full quarter

It does work. TOTALQTD spelled out is "Total Quarter-to-Date". When you select Feb the formula is doing just that - totaling all values-to-date. "to-date" is February because that is the maximum value in the current filter context. To do what you wanted you would need to do somet...
by matthew
Fri May 20, 2016 5:06 pm
Forum: PowerPivot/DAX
Topic: DATESQTD alternative: always the full quarter
Replies: 7
Views: 1277

Re: DATESQTD alternative: always the full quarter

Personally i think you would be way better off having a separate Calendar table with all dates inclusive of the range you need to cover. Mark as "Date" table. Then use the native time intelligence functions to get your totals. Total for QTD := TOTALQTD ( fact_table[turnover], Calendar[...
by matthew
Tue Apr 19, 2016 4:30 pm
Forum: PowerPivot/DAX
Topic: YTD Calculation Query
Replies: 4
Views: 1090

Re: YTD Calculation Query

I know this post is a few weeks old but I am new to this forum and had a couple of questions/comments on this post. I apologize in advance if this is too verbose a response. First, does the code: RevYTD-FY:=TOTALYTD([SumRevenue],'Calendar'[Date],"30/6") return a different value than the la...
by matthew
Sun Apr 17, 2016 9:18 pm
Forum: PowerPivot/DAX
Topic: Creating calculated field for SUMIF
Replies: 8
Views: 1581

Re: Creating calculated field for SUMIF

I took a look at your file, and if your want to do it in Power Pivot i have attached a solution using your sample data. For the problematic column "F" you mention, it was a fairly simple calculated column i added to get the values you wanted. Mimicking the 'SUMIF' functionality can be done...
by matthew
Sun Apr 17, 2016 8:13 pm
Forum: PowerPivot/DAX
Topic: SUMX and alternatives
Replies: 4
Views: 1171

Re: SUMX and alternatives

I hope it is ok to jump into this topic. I see a couple of things in this post that i don't think are quite correct. Below it shows: table[column1] = "something" || table[column1] = "something else" Which will work. But the next part will throw an error if attempt as a single sim...
by matthew
Sun Apr 17, 2016 7:35 pm
Forum: PowerPivot/DAX
Topic: Financial Statements using DAX
Replies: 8
Views: 1987

Re: Financial Statements using DAX

Out of curiosity are you trying to generate financial statements for distribution to management? or as per your original statement are you: I am trying to create a measure where I can simulate a year end closing for some other accounting reason? I ask because i have used Powerpivot to author my in h...

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