cpadilla0024
Member
I have been testing for a little while and kind of hit a brick wall. I created a Profit and Loss matrix that need to be filterable for my users. For example, the Gross Patient Revenue needs to be Inpatient Revenue + Outpatient Revenue. I tried a couple different methods.
Method #1: I followed the lead of this method:
and here would be my sample measure:
MTD Actual = SWITCH(TRUE(),
MAX('PL Format'[Order ID]) =3, CALCULATE([MTD Actual Amt], FILTER(ALL('PL Format'), 'PL Format'[Order ID] in {1,2})), //Gross Patient Revenue
[MTD Actual Amt]
)
The problem is that I cannot filter Divisions or Departments off of this. It only works as an overall summary. I tried doing some filtering another way with no luck.
Method #2: I tried approaching the formula a different way. Summing the applicable Line Descriptions with a measure like this:
MTD Actual1 = SWITCH(TRUE(),
MAX('PL Format'[Order ID]) =3, CALCULATE([MTD Actual Amt], Detail[Line Description] = "Inpatient Revenue"), //Gross Patient Revenue
[MTD Actual Amt]
)
I am just stuck at this point. MTD Actual Amt is a measure into the Detail Table (the extracted data). PL Format is in reference to the video to get the layout of the P&L format.
Method #1: I followed the lead of this method:
MTD Actual = SWITCH(TRUE(),
MAX('PL Format'[Order ID]) =3, CALCULATE([MTD Actual Amt], FILTER(ALL('PL Format'), 'PL Format'[Order ID] in {1,2})), //Gross Patient Revenue
[MTD Actual Amt]
)
The problem is that I cannot filter Divisions or Departments off of this. It only works as an overall summary. I tried doing some filtering another way with no luck.
Method #2: I tried approaching the formula a different way. Summing the applicable Line Descriptions with a measure like this:
MTD Actual1 = SWITCH(TRUE(),
MAX('PL Format'[Order ID]) =3, CALCULATE([MTD Actual Amt], Detail[Line Description] = "Inpatient Revenue"), //Gross Patient Revenue
[MTD Actual Amt]
)
I am just stuck at this point. MTD Actual Amt is a measure into the Detail Table (the extracted data). PL Format is in reference to the video to get the layout of the P&L format.
Last edited: