PowerPivot Forum

Thanks,
That post specifically focuses on lost customers. The code looks a little intimidating, but if I can figure it out I will definitely have taken a step up in my understanding of DAX code.

Bill

I can put the measure [Lost Sales True False] in the values section of the pivot table, so it shows TRUE and FALSE so it shows Sales $ and Sales LY $, etc. But I don't know how to get it to only show the TRUE values

I tried to create a True / False measure and put it in the Filters section of the pivot table, but it wouldn't let me do that.

I'm new to Power Pivot and got lost in the filters. I am trying to create a pivot table that shows "Lost Customers" Those are customers that had sales last year in the current period and sales this year = zero. The basic measures I'm using are Sales $ :=sum(Order_Hist[Extension]) Sales LY ...

I wanted to add that the best solution to the problem that I described was here by Ken Puls https://www.excelguru.ca/blog/2018/06/14/ranking-method-choices-in-power-query/ I used Ranking Method 4: Dense Rank Sort the YYYYMM column in descending order Go to Transform --> Group Group by the YYYYMM col...

I have a pivot table that I have sorted by customer by variance from last year by smallest to largest. However, I have 500 customers. I really only want to see the 10 customers that had the largest negative variance and the 10 customers with the largest positive variance. I can use the values filter...

I am creating a custom calendar table that covers several year. I want to create an index for things like fiscal month or week. If I was using excel and the fiscal month was in column A and the fiscal month index was in column B, then I would write a formula like =if(A2<>A1,B1+1,B1) and copy it down...

Bernard, Thanks for the file. I agree that creating it all in Power Query is the way to go. My challenge is coming up with the formula for our 4,4,5 calendar I'll try to create a formula to convert from calendar month to fiscal month. I guess that would work better than trying to do some type of loo...

I am trying to build a Master Calendar Table for my company using Power Query. My issue is that I can't get Power Query to figure out which fiscal month today belongs to. Some details on my situation and what I'm doing... We are on a calendar year, but use 4-4-5 fiscal months. I'm struggling with ti...

Phil,

Thanks for the suggestion. I'm struggling to figure out all the nuances with time intelligence. I don't think I was using SAMEPERIODLASTYEAR. That sounds like the solution.

Bill