PowerPivot | The CALCULATE function exercise | Use the VALUES function to filter further by month

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

Software ==> PowerPivot  (75 exercises)
Version ==> Excel 2010 and later
Topic ==> The CALCULATE function  (15 exercises)
Level ==> Average difficulty
Subject ==> Power BI training
Before you can do this exercise, you'll need to download and unzip this file (if you have any problems doing this, click here for help).

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If you've just created a file called Clever PowerPivot, you should be able to use this as the basis for this exercise too. Otherwise, if you haven't already done so run the script in the above folder to generate the MAM database (not for commercial use or copying).

If necessary create PosMonth and PosYear calculated columns in the Pos table to get a data model looking something like this:

Pivot table fields

The aim of this exercise is to create the Right and Wrong measures, so don't worry that you don't have these yet!

 

Create a measure using CALCULATE to show the total amount of transactions, but excluding those in month 1:

Measure without VALUES

Something is clearly going wrong!

The problem is that the function is removing any filter context for the PosMonth column, and then adding a new one. 

Create another version of the same function which keeps the filter context (using VALUES), but then adds an additional filter to it to get the total amount of transactions excluding month 1:

Right way, using VALUES

A better answer!

Save this as No one likes January anyway, then close it down.

You can unzip this file to see the answers to this exercise, although please remember this is for your personal use only.
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