Measure to show amount AND qty for reporting purposes

ejheflin

New Member
Joined
May 22, 2015
Messages
12
This is difficult for me to explain. I am going to try to simplify as much as I can.

My dataset looks something like this:
Code:
[TABLE="width: 275"]
<tbody>[TR]
[TD]Date[/TD]
[TD]Label[/TD]
[TD]Amount[/TD]
[TD]Qty[/TD]
[/TR]
[TR]
[TD="align: right"]1/31/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]2/28/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]3/31/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]4/30/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]5/31/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]6/30/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]7/31/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]8/31/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]9/30/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]10/31/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]11/30/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]12/31/2015[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]1/31/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]2/29/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]3/31/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]4/30/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]5/31/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]6/30/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]7/31/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]8/31/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]9/30/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]10/31/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]11/30/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]12/31/2016[/TD]
[TD="align: right"]A[/TD]
[TD="align: right"]10[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]1/31/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]2/28/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]3/31/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]4/30/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]5/31/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]6/30/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]7/31/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]8/31/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]9/30/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]10/31/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]11/30/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]12/31/2015[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]1/31/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]2/29/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]3/31/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]4/30/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]5/31/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]6/30/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]7/31/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]8/31/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]9/30/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]10/31/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]11/30/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]12/31/2016[/TD]
[TD="align: right"]B[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]1/31/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]2/28/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]3/31/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]4/30/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]5/31/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]6/30/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]7/31/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]8/31/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]9/30/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]10/31/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]11/30/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]12/31/2015[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]1/31/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]2/29/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]3/31/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]4/30/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]5/31/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]6/30/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]7/31/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]8/31/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]9/30/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]10/31/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]11/30/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]12/31/2016[/TD]
[TD="align: right"]C[/TD]
[TD="align: right"]16[/TD]
[TD="align: right"]8[/TD]
[/TR]
</tbody>[/TABLE]

I have created another linked table for reporting captions that looks like this:
Code:
[TABLE="width: 92"]
<tbody>[TR]
[TD]Label[/TD]
[/TR]
[TR]
[TD]A[/TD]
[/TR]
[TR]
[TD]B[/TD]
[/TR]
[TR]
[TD]C[/TD]
[/TR]
[TR]
[TD]Quantity Sold[/TD]
[/TR]
</tbody>[/TABLE]
Notice how my "quantity sold" label does not exist in my fact data - i'm guessing this is the issue...

So i've created this measure:
Report Number:=IF(HASONEVALUE(fRawTrans[Label]),IF(VALUES(dReportLabels[Label])="Quantity Sold",CALCULATE(SUM(fRawTrans[Qty]),ALL(dReportLabels[Label])),CALCULATE(SUM(fRawTrans[Amount]))))

and this one just for troubleshooting purposes:
Count of Labels:=COUNTROWS(VALUES(dReportLabels[Label]))

Code:
[TABLE="width: 181"]
<tbody>[TR]
[TD][U][B]A[/B][/U][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Report Number[/TD]
[TD="align: right"]240[/TD]
[/TR]
[TR]
[TD]Count of Labels[/TD]
[TD="align: right"]1[/TD]
[/TR]
[TR]
[TD][U][B]B[/B][/U][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Report Number[/TD]
[TD="align: right"]288[/TD]
[/TR]
[TR]
[TD]Count of Labels[/TD]
[TD="align: right"]1[/TD]
[/TR]
[TR]
[TD][U][B]C[/B][/U][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Report Number[/TD]
[TD="align: right"]384[/TD]
[/TR]
[TR]
[TD]Count of Labels[/TD]
[TD="align: right"]1[/TD]
[/TR]
[TR]
[TD][U][B]Quantity Sold[/B][/U][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Report Number[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Count of Labels[/TD]
[TD="align: right"]1[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

As you can see in the above results, report number for quantity sold returns blank which tells me that it's failing the has one value test but the count below it shows 1. What am i missing here?
 

Excel Facts

Waterfall charts in Excel?
Office 365 customers have access to Waterfall charts since late 2016. They were added to Excel 2019.
Arg, I figured it out and I am posting here just in case it benefits someone out there.

First of all, I made a typo in one of my formulas above:
IF(HASONEVALUE(fReportLabel[Label]),IF(VALUES(dReportLabels[Label])="Quantity Sold",CALCULATE(SUM(fRawTrans[Qty]),ALL(dReportLabels[Label])),CALCULATE(SUM(fRawTrans[Amount]))))

This is the formula i actually had in my data model but i was still getting the blank amounts. I ended up going into the relationship manager and changing the relationship from "both" to "single" and it fixed the issue.
 
Upvote 0

Forum statistics

Threads
1,216,098
Messages
6,128,812
Members
449,468
Latest member
AGreen17

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top