Course Material: Scenario Analysis

[SammiP]

Hi there. In the Dashboarding & Data Visualization Intensive Course. I follow Sam’s instructions verbatim. Yet, I am not get the results the correct results for 2017 Forecast Sales . Please can someone help me. I would greatly appreciate it. What am I not getting here? This is the first course out of 6 course that I have struggled with so. I think it is something to do with the data model that is reused, the training material which hasn’t been check or either its me and how I am setting up the data model. But for the first time since joining enterprise DNA, have I found the content and the material to be wanting.

Sam2_ScenarioAnalysis.pbix (419.4 KB) Retail Sites - Data Model.xlsx (762.8 KB)

[Harsh]

Hello @SammiP,

Thank You for posting your query onto the Forum.

“I think it is something to do with the data model that is reused, the training material which hasn’t been check” - Well, the problem is within your formula.

Rather than creating the “Measure” you created a “Calculated Column” in your “Forecast Measures” folder. This is the formula that you’ve written -

2017 Forecast Sales = 
CALCULATE(
    CALCULATE([Total Sales],DATEADD(Dates[Date], -1, YEAR)),ALL(Products))

Rather it should have been a measure and that too like this. Below is the formula provided for the reference -

2017 Forecast Sales - Harsh = 
CALCULATE( [Total Sales] ,
    DATEADD( Dates[Date] , -1 , YEAR ) )

Now, see the difference between the results that you’ve been getting and mine’s. Below is the screenshot of the result provided for the reference -

I’m also attaching the working of my PBIX file for the reference.

Hoping you find this useful and meets your requirements that you’ve been looking for.

Thanks and Warm Regards,
Harsh

Sam2_ScenarioAnalysis - Harsh.pbix (413.3 KB)

[SammiP]

Hi Harsh,

Thanks so much for always responding… :: ) I really appreciate it. Initially I did the formula like yours Exactly like you had it. It still doesn’t work. I then tried to copy Sam’s one from the Development PBIX. Which was the nested calculate which took the filters off the product. Still no luck. Why does yours work and mine doesn’t. I did it like this initially:

2017 Forecast Sales - Harsh =
CALCULATE( [Total Sales] ,
DATEADD( Dates[Date] , -1 , YEAR ) )

When that didn’t work, I copied from Sam’s example file formula exactly as is which had the nested calculate with the filters removed off the products. After your response, I copied the formula exactly as you have it and it still gives me an error. Do you think there is something wrong with my version of PBIX? or Am I doing something wrong. Sam2_ScenarioAnalysis.pbix (419.3 KB) Retail Sites - Data Model.xlsx (762.8 KB)
See That I just copied your formula exactly as is. I am still not getting a result. I really think I might have a filter or something wrong… I need your brains.

[Harsh]

Hello @SammiP,

Well here’s the thing, did you notice in your dashboard about the date slicer that you’ve in it? In your FILTER PANE, under the “Filters On This Page” menu you’ve selected the Year as 2017. Below is the screenshot provided for the reference -

But on your dashoboard, see the date slicer selection. Below is the screenshot provided for the reference -

Now, just re-adjust the date slicer selection again and click outside anywhere onto the dashboard and see the results -

And you’ll see the results for “2017 Forecast Sales”.

So there’s no problem with anybody’s file or formula i.e. mine or Sam Sir. It was just the slicer selection problem that resulted in ambiguous results.

Hoping you’ll find this useful and meets your requirements that you’ve been looking for.

Thanks and Warm Regards,
Harsh

[SammiP]

Hi Harsh,

The problems are then in the videos! Because in the videos as I am watching them I copy exactly what Sam does. This is second such problem. Please see screenshot from the videos.

This particular course is not well recorded or checked. I have worked through six of the courses already and they all were excellent however this one is a mess! The formulas in the development pbix do not match the videos either. I type the formulas as per Sam in the videos, get an error, then try and copy them directly from the Development pbix provided in the course material. This is the second time you have told me that my formula is wrong, yet I’ve copied them verbatim from the video and when that doesn’t work, I tried to copy the formula from the development PBIX . Another problem with the training material is that the formulas in the video and the formulas in the development PBIX in many cases are named different or are different to that in the video. Please see this screenshot from the development pbix provided as an example with the training material with the incorrect formula.

[EnterpriseDNA]

Hi @SammiP, we appreciate the detailed information you posted.
I suggest you follow the suggestions given by @Harsh.

Apologies if you encountered any discrepancy with the file concerning the video. We will escalate this accordingly to be investigated. Rest assured that should correction is needed, this will be put in line to be fixed.

Again, we apologize if there had been any oversight. While our users and experts do as much as reasonable to help you with your inquiries, not all concerns can be attended to especially if there are some learnings to be done. We hope you understand.

[sam.mckay]

We will look into this, but I believe the issue has been explained by Harsh here.

This is mostly likely just because of the filters not working with the formula.

With DATEADD, DAX, won’t understand what is last year when many years are selected in the slicer on the page.

[EnterpriseDNA]

Hi @SammiP, a response on this post has been tagged as “Solution”. If you have a follow question or concern related to this topic, please remove the Solution tag first by clicking the three dots beside Reply and then untick the check box.