博客：www.jiaopengzi.com

焦棚子的文章目录

请点击下载附件

某天在和那还是叫我大铁吧 交流关于季度&月度同时展示的问题，感概中国式报表真的需求很微妙。

下面来看看到底是什么。

A、效果图

B、动态效果

[video width="852" height="608" mp4="https://jiaopengzi.com/wp-content/uploads/2020/03/129_2.mp4"][/video]

接下来我们用三种度量的写法来说明。

方法3由那还是叫我大铁吧 提供，我们感谢他。

1、日期表：calendar

因为是日期时间维度的不同展现，都围绕着日期表做文章，所以建立一个合适的日期表很重要。

个人喜欢用pq生成日期表code如下：

let
    date_start=#date(2018, 1, 1),//开始日期
    date_end=#date(2019, 12, 31),//结束日期
    count=Duration.Days(date_end-date_start),//间隔天数
    calendar = #table
        (
        type table
            [
                dates=date
                ,year=Int64.Type
                ,month=Int64.Type
                ,day=Int64.Type
                ,year_m=Int64.Type
                ,quarter=Int64.Type
                ,year_q=Int64.Type
                ,weeknumber=Int64.Type
                ,weekday=Int64.Type
                ,weekus=text
                ,weekcn=text
                ,weekcna=text
                ,M=text
                ,YM=text
                ,Q=text
                ,YQ=text
            ]
        ,List.Transform({0..count},(n)=>
            let d=Date.AddDays(date_start,n) in
                    {
                        d//日期
                        ,Date.Year(d)//年
                        ,Date.Month(d)//月
                        ,Date.Day(d)//天
                        ,Date.Year(d)*100+Date.Month(d)//年月组合
                        ,Date.QuarterOfYear(d)//季度
                        ,Date.Year(d)*100+Date.QuarterOfYear(d)//年季度组合
                        ,Date.WeekOfYear(d,1)//周一开始的一年第几周
                        ,Date.DayOfWeek(d,1)//星期几
                        ,Date.DayOfWeekName(d, "en-US")//星期几英文
                        ,Date.DayOfWeekName(d, "zh-CN")//星期几中文
                        ,Text.End(Date.DayOfWeekName(d, "zh-CN"),1)//星期几简写
                        ,"M"&Date.ToText(d,"MM")
                        ,Date.ToText(d,"Yyy")&"M"&Date.ToText(d,"MM")
                        ,"Q"&Number.ToText(Date.QuarterOfYear(d))
                        ,Date.ToText(d,"Yyy")&"Q"&Number.ToText(Date.QuarterOfYear(d))
                    }
                        )
        )
in
    calendar

2、事实表：data

用pq生成的随机数据（拿到附件后，若数据和文章截图不一样是正常的。）

3、维度表

分别为事实表维度表，以及季度&月度辅助表。

4、关系视图

A、方法1&方法3的关系视图

B、方法2的关系视图

注意：方法2中两条虚线的使用。

1、基础度量：total

total = SUM(data[value]) 

2、方法1：test0

test0 =
VAR N =MAX ( 'CALENDAR'[MONTH] )
VAR T1 =
    SUMMARIZE (
        FILTER ( ALL ( 'CALENDAR' ), 'CALENDAR'[MONTH] <= N ),
        'CALENDAR'[M],
        'CALENDAR'[Q],
        'CALENDAR'[MONTH],
        'CALENDAR'[QUARTER]
    )
VAR T2 =ADDCOLUMNS ( T1, "@QM", IF( N / 3 <= [QUARTER], [M], [Q] ) )//是否显示整季度关键："<="
VAR T3 =SUMMARIZE ( T2, [@QM] )
VAR TQ =FILTER ( T3, LEN ( [@QM] ) <= 2 )
VAR TM =FILTER ( T3, LEN ( [@QM] ) > 2 )
VAR I =SUM ( 'aux0'[INDEX] )
RETURN
    SWITCH (
        TRUE ()
       , I >= 1&& I <= 4
           , CALCULATE (
                    'Measure'[total]//基础度量
                    ,TREATAS ( TQ, 'CALENDAR'[Q] )
                    ,TREATAS ( VALUES ( 'aux0'[QM] ), 'CALENDAR'[Q] )
                    ,ALL ( 'CALENDAR'[M] )
                )
        ,I >= 5&& I <= 16
            , CALCULATE (
                    'Measure'[total]//基础度量
                    ,TREATAS ( TM, 'CALENDAR'[M] )
                    ,TREATAS ( VALUES ( 'aux0'[QM] ), 'CALENDAR'[M] )
                    ,ALL ( 'CALENDAR'[M] )
                )
        ,BLANK ()
    )

3、方法1：test1

test1 =
VAR N =MAX ( 'CALENDAR'[MONTH] )
VAR T1 =
    SUMMARIZE (
        FILTER ( ALL ( 'CALENDAR' ), 'CALENDAR'[MONTH] <= N ),
        'CALENDAR'[M],
        'CALENDAR'[Q],
        'CALENDAR'[MONTH],
        'CALENDAR'[QUARTER]
    )
VAR T2 =ADDCOLUMNS ( T1, "@QM", IF( N / 3 < [QUARTER], [M], [Q] ) )//是否显示整季度关键："<="
VAR T3 =SUMMARIZE ( T2, [@QM] )
VAR TQ =FILTER ( T3, LEN ( [@QM] ) <= 2 )
VAR TM =FILTER ( T3, LEN ( [@QM] ) > 2 )
VAR I =SUM ( 'aux0'[INDEX] )
RETURN
    SWITCH (
        TRUE ()
       , I >= 1&& I <= 4
           , CALCULATE (
                    'Measure'[total]//基础度量
                    ,TREATAS ( TQ, 'CALENDAR'[Q] )
                    ,TREATAS ( VALUES ( 'aux0'[QM] ), 'CALENDAR'[Q] )
                    ,ALL ( 'CALENDAR'[M] )
                )
        ,I >= 5&& I <= 16
            , CALCULATE (
                    'Measure'[total]//基础度量
                    ,TREATAS ( TM, 'CALENDAR'[M] )
                    ,TREATAS ( VALUES ( 'aux0'[QM] ), 'CALENDAR'[M] )
                    ,ALL ( 'CALENDAR'[M] )
                )
        ,BLANK ()
    )

4、方法2：test0

test0 =
VAR N =MAX ( 'CALENDAR'[MONTH] )
VAR IQ=MAX('calendar'[quarter])
VAR I =SUM ( 'aux0'[INDEX] )
RETURN
    SWITCH (
        TRUE ()
       , I < IQ
           , CALCULATE (
                    'Measure'[total]//基础度量
                    ,USERELATIONSHIP('calendar'[Q],'aux0'[QM])
                    ,ALL ( 'CALENDAR'[M] )
                )
        ,I<=IQ*3+4&& I >(IQ-1)*3+4&&I<=N+4
            , CALCULATE (
                    'Measure'[total]//基础度量
                    ,USERELATIONSHIP('calendar'[M],'aux0'[QM])
                    ,ALL ( 'CALENDAR'[M] )
                )
        ,BLANK ()
    )

5、方法2：test1

test1 =
VAR N =MAX ( 'CALENDAR'[MONTH] )
VAR IQ=MAX('calendar'[quarter])
VAR I =SUM ( 'aux0'[INDEX] )
VAR TF=MOD(N,3)
RETURN
    SWITCH (
        TRUE ()
       , I <= IQ && NOT(TF)
           , CALCULATE (
                    'Measure'[total]//基础度量
                    ,USERELATIONSHIP('calendar'[Q],'aux0'[QM])
                    ,ALL ( 'CALENDAR'[M] )
                )
        , I < IQ && TF
           , CALCULATE (
                    'Measure'[total]//基础度量
                    ,USERELATIONSHIP('calendar'[Q],'aux0'[QM])
                    ,ALL ( 'CALENDAR'[M] )
                )
        ,I<IQ*3+4&& I >(IQ-1)*3+4 && TF
            , CALCULATE (
                    'Measure'[total]//基础度量
                    ,USERELATIONSHIP('calendar'[M],'aux0'[QM])
                    ,ALL ( 'CALENDAR'[M] )
                )
        ,BLANK ()
    )

6、方法3：test0

test0 =
VAR FindQ =FIND ( "Q", SELECTEDVALUE ( aux0[QM] ),, 0 ) //是否存在Q
VAR DQ =CALCULATE (MIN ( 'calendar'[Q] ),FILTER ( 'calendar', [Q] = SELECTEDVALUE ( 'calendar'[Q] ) ) ) //当前季度
VAR DM =CALCULATE (MIN ( 'calendar'[M] ),FILTER ( 'calendar', [M] = SELECTEDVALUE ( 'calendar'[M] ) )) //当前月份
VAR DQMinMonth =CALCULATE ( MIN ( 'calendar'[M] ), FILTER ( ALL ( 'calendar' ), [Q] = DQ ) ) //当前季度最小月份
VAR RQ =FILTER ( VALUES ( 'aux0'[QM] ), LEN ( [QM] ) = 2 )//季度
VAR RM =FILTER ( VALUES ( 'aux0'[QM] ), LEN ( [QM] ) > 2 )//月
RETURN
SWITCH (
    TRUE ()
        ,FINDQ > 0&& SELECTEDVALUE ( 'aux0'[QM] ) < DQ
                , CALCULATE (
                    SUM ( DATA[VALUE] )
                    ,TREATAS ( RQ, 'calendar'[Q] )
                    ,TREATAS ( VALUES ( aux0[QM] ), 'calendar'[Q] )
                    ,ALL ( 'calendar'[M] )
                )
        ,FINDQ = 0&& SELECTEDVALUE ( aux0[QM] ) <= DM&& SELECTEDVALUE ( aux0[QM] ) >= DQMINMONTH
                , CALCULATE (
                    SUM ( DATA[VALUE] )
                    ,TREATAS ( RM, 'calendar'[M] )
                    ,TREATAS ( VALUES ( aux0[QM] ), 'calendar'[M] )
                    ,ALL ( 'calendar'[M] )
                )
   ,BLANK ()
)</code></pre>

**7、方法3：test1**

``

test1 =
VAR TF=MOD(AVERAGE('calendar'[month]),3)//季度月末显示季度or月度
VAR FindQ =FIND ( "Q", SELECTEDVALUE ( aux0[QM] ),, 0 ) //是否存在Q
VAR DQ =CALCULATE (MIN ( 'calendar'[Q] ),FILTER ( 'calendar', [Q] = SELECTEDVALUE ( 'calendar'[Q] ) ) ) //当前季度
VAR DM =CALCULATE (MIN ( 'calendar'[M] ),FILTER ( 'calendar', [M] = SELECTEDVALUE ( 'calendar'[M] ) )) //当前月份
VAR DQMinMonth =CALCULATE ( MIN ( 'calendar'[M] ), FILTER ( ALL ( 'calendar' ), [Q] = DQ ) ) //当前季度最小月份
VAR RQ =FILTER ( VALUES ( 'aux0'[QM] ), LEN ( [QM] ) = 2 )//季度
VAR RM =FILTER ( VALUES ( 'aux0'[QM] ), LEN ( [QM] ) > 2 )//月
RETURN
SWITCH (
    TRUE ()
        ,FINDQ > 0 && SELECTEDVALUE ( 'aux0'[QM] ) <= DQ&& NOT(TF)
                , CALCULATE (
                    SUM ( DATA[VALUE] )
                    ,TREATAS ( RQ, 'calendar'[Q] )
                    ,TREATAS ( VALUES ( aux0[QM] ), 'calendar'[Q] )
                    ,ALL ( 'calendar'[M] )
                )
        ,FINDQ > 0 && SELECTEDVALUE ( 'aux0'[QM] ) < DQ
                , CALCULATE (
                    SUM ( DATA[VALUE] )
                    ,TREATAS ( RQ, 'calendar'[Q] )
                    ,TREATAS ( VALUES ( aux0[QM] ), 'calendar'[Q] )
                    ,ALL ( 'calendar'[M] )
                )
        ,FINDQ = 0&& SELECTEDVALUE ( aux0[QM] ) <= DM&& SELECTEDVALUE ( aux0[QM] ) >= DQMINMONTH && TF
                , CALCULATE (
                    SUM ( DATA[VALUE] )
                    ,TREATAS ( RM, 'calendar'[M] )
                    ,TREATAS ( VALUES ( aux0[QM] ), 'calendar'[M] )
                    ,ALL ( 'calendar'[M] )
                )
   ,BLANK ()
)</code></pre>

`

1、思维依然是业务转换是筛选上下文；

2、方法1&方法3都是利用TREATAS创建虚拟关系来实现目的；

3、方法2中利用的虚线关系USERELATIONSHIP实现目的，同时方式2兼容PP，目前TREATAS不兼容PP，（更新：office365支持TREATAS）

4、本案例可以衍生如：动态坐标轴、动态维度展示等，可以举一反三的。

彩蛋：季度&月度动态坐标轴

相对比较简单就不单独赘述；见文章素材附件。

[video width="1064" height="924" mp4="https://jiaopengzi.com/wp-content/uploads/2020/03/129_9.mp4"][/video]

by 焦棚子

焦棚子的文章目录

` ``