Get value for first day of the month

jimsteph · June 2023

I need to be able to create a beast mode that does the following: for any given month sum up columns A, B, and C, then get the value D for the first day of the month, and implement the following formula:

(SUM(A) + SUM(B) - SUM(C) / D for the first day of the month

I can do it in an ETL, but that involves aggregations and the Powers That Be want to be able to drill down to the underlying values. Is it possible to get value D in a Beast Mode?

Jones01 · June 2023

@jimsteph

something like this may work

SUM(A) + SUM(B) - SUM(C) / sum(case when DAYOFMONTH('DateCol') = 1 then D else 0 end)

ColemenWilson · June 2023

I would use a dataflow but keep the data granular so drill downs are possible. I would just add a formula tile that for every row in the dataset gets the value from the first day of the month. Then the beastmode or calculated field in the ETL is really clean.

A + B + C / D

Screen Shot 2023-06-23 at 2.38.54 PM.png

This would be the data structure and what they would see when drilling down ^

Jones01 · June 2023

@jimsteph

something like this may work

SUM(A) + SUM(B) - SUM(C) / sum(case when DAYOFMONTH('DateCol') = 1 then D else 0 end)

ColemenWilson · June 2023

I would use a dataflow but keep the data granular so drill downs are possible. I would just add a formula tile that for every row in the dataset gets the value from the first day of the month. Then the beastmode or calculated field in the ETL is really clean.

A + B + C / D

This would be the data structure and what they would see when drilling down ^

jimsteph · June 2023

Thank you both. @colemenwilson , I think yours was about the same, but I was able to implement @Jones01's immediately.

Get value for first day of the month

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