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Sandrinetayli's avatar
Sandrinetayli
Copper Contributor
Nov 21, 2022

Update of measures Excel Power Pivot

Hi,    I created a database with lots of data but to be able to send it to each team members (I did not want them to have access to others’ data), I had to split the master workbook by name of the ...
excel
Formulas and Functions
mathetes's avatar
mathetes
Gold Contributor
Nov 21, 2022

Sandrinetayli 

 

What you need (I think, although it's a bit difficult to picture exactly what you have here without a sample of the actual)... what you need, I think, is to make use of the INDIRECT function, so that you can change a single cell, off to the side, to contain the month. (10 for October, 11 for November, etc). And then INDIRECT uses that to construct the full formulas in each case.

 

Here's a useful reference for understanding how INDIRECT can be used.

 

If you want more help, you can help us help you by posting a copy (or a facsimile, with identifiable/confidential/private data removed) of your spreadsheet on GoogleDrive or OneDrive, and posting a link here granting access.

  • Sandrinetayli's avatar
    Sandrinetayli
    Copper Contributor
    Dec 29, 2022
    Hi Mathetes,

    My table would be as follow. As you can see I have different time period in the same column, different amount depending on the account and account name. That’s why I find it very hard to find a code that would not require to update each month the formulas.
    As stated earlier, now I have to use this formula all the time for variance:
    Calculate(sum(Expenses[amount], time period =“A2201”) - calculate(sum(Expenses[amount], time period =“B2201”)

    And for the % I had to create two different formula which also complicate my formulas
    On that divides Actual and Budget and the other one that gives the variation:

    Div = Calculate(sum(Expenses[amount], time period =“A2201”)/calculate(sum(Expenses[amount], time period =“B2201”)
    And, on another formula
    [Div] - 1


    TIME PERIÓD AMOUNT ACCOUNT ACCOUNT NAME
    A2101 100 PAYROLL WAGES
    B2101 250 PAYROLL WAGES
    A2201 200 PAYROLL WAGES
    B2203 100 RENT MADRID
    A2203 430 RENT MADRID
    A2103 608 RENT MADRID
    A2101 80 PAYROLL PART TIME
    B2101 70 PAYROLL PART TIME
    A2201 45 PAYROLL PART TIME
    B2203 80 RENT BCN
    A2203 90 RENT BCN
    A2103 56 RENT BCN

    Thank you in advance
    • SergeiBaklan's avatar
      SergeiBaklan
      Diamond Contributor
      Dec 29, 2022

      Sandrinetayli 

      For the current date you may use in parameter

      "A" & FORMAT(TODAY(), "yymm")

       

      Or load into the model table "par" with the column "Month" and only one value which is text like "2211". When

      "A" & VALUES(par[Month])

      Something like

      = VAR periodA = "A" & VALUES( par[Month] )
  VAR periodB = "B" & VALUES( par[Month] )
  VAR sumA = CALCULATE( SUM(Expenses[amount], time period =periodA)
  VAR sumB = CALCULATE( SUM(Expenses[amount], time period =periodB)
RETURN
 DIVIDE( sumA, sumB, 0 )

        

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