Column formula by month issue

[minanss]

Good day,

I have an issue with column formula for added rows in %. (Custom 4 style is used for the Gross margin) Formula works for first month and duplicated to other including totals. When I'm using Date hierarchy it works correctly but for month's totals. @toresenneseth @AndersAano

[AndersAano]

Hi @minanss

Please refer to this issue https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/issues/461

It's the same issue. We have a beta version out containing a fix for that issue here: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/releases/tag/v7.1.0-rc3.2

[minanss]

Hi @minanss

Please refer to this issue #461

It's the same issue. We have a beta version out containing a fix for that issue here: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/releases/tag/v7.1.0-rc3.2

Hi, thank you! Could you please tell me when the final release of the beta version will be?

[AndersAano]

Hi, the visual is now certified, and will roll out to AppSource shortly.

-Anders

[AndersAano]

Hi @minanss ,

the visual is now out, so this should be solved.

Could you let me know if it works for you now?

-Anders

[yerkeby]

Hi @minanss ,

the visual is now out, so this should be solved.

Could you let me know if it works for you now?

-Anders

Dear Anders,

Please be informed that the issue is still there.

In the below screenshot you can see the ProfitBase matrix where we included new calculated row ("Cash receipts and cash paid") which have to sum up Cash receipts from customers and cash paid to suppliers.

We have a Delta % measure which have to divide Delta by Previous by month, year. Therefore, since we have included a new calculated row, we have adjusted the column formula as follows:

IF(RowHeader()=="Cash receipts and cash paid", Delta/Previous, Delta%)

But, it does not calculate correctly: it calculates correctly for January, but for the next months it takes correct Delta (of each month) and divide it by January's Previous value.

Please find attachments below:

[AndersAano]

Hi,

Could you try writing that formula again?

Here I have "IF(RowHeader()=="Sales", Diff/Actuals, Diff%)" which seems to calculate correcty:

367/-31788 = 1,15% 678/-24754 = -2,74%

Best regards Anders

[yerkeby]

Hi,

Could you try writing that formula again?

Here I have "IF(RowHeader()=="Sales", Diff/Actuals, Diff%)" which seems to calculate correcty:

367/-31788 = 1,15% 678/-24754 = -2,74%

Best regards Anders

Dear Anders,

I used the same formula as you provided (see my previous message above with screenshots attached).

Let me clarify once again.

In the provided screenshot, you'll observe the ProfitBase matrix. Within this matrix, we've introduced a new computed row labeled as "Cash receipts and cash paid." This row is meant to aggregate the values of cash received from customers and the cash disbursed to suppliers.

We've incorporated a metric referred to as Delta %, which aims to calculate the percentage change by dividing the Delta value by the corresponding Previous value, considering the month and year. Due to the introduction of this freshly computed row, adjustments were made to the column formula in the following manner:

If the RowHeader() corresponds to "Cash receipts and cash paid," then the formula becomes Delta/Previous; otherwise, it remains as Delta%.

However, an issue has surfaced in the calculations. Although it accurately calculates the values for January, subsequent months' calculations appear to be incorrect. Specifically, it correctly determines the Delta value for each month, but the division is performed against the Previous value of January.

Please see the attached files for reference.

[yerkeby]

Hi,

Could you try writing that formula again?

Here I have "IF(RowHeader()=="Sales", Diff/Actuals, Diff%)" which seems to calculate correcty:

367/-31788 = 1,15% 678/-24754 = -2,74%

Best regards Anders

Dear Anders,

This is a kind reminder to solve the issue above. The question is very urgent. Hope for your understanding.

Thank you.

Best regards, Yerkezhan

[slampim]

Hi, I'm having a very similar issue. Has this been resolved?