Compute QTD with Excel's CUBE functions

Question

Hi,
I want to compute QTD Sales using Excel's CUBE functions.  Here are the specifics
1. I created a Pivot Table using PowerPivot and then converted the Pivot Table's cells to Formulas (Pivot Table Options > OLAP > Convert to Formulas)
2. I have two slicers - one for Year and another for month
3. If a user selects April in the Month slicer, then the QTD figure should be for that month only.  If he selects May, then QTD should be the summation of April and May.  If he selects June, then QTD should be the summation of April, May and June. 
This should similarly work for other month selections as well.
4. The formula that I currently have for computing the Quantity sold for the month of April is
=IFERROR(CUBEVALUE("ThisWorkbookDataModel",$A10,C$8,C$9),"")
A10 has Quantity Sold
C8 has the Slicer's year selection
C9 has the Slicer's month selection
How can I modify the formula above to compute the QTD Quantity sold?
Thank you.
Regards, Ashish Mathur Microsoft Excel MVP www.ashishmathur.com

Answer 1

I don't consider myself an expert in this area, but the way I've managed to get ranges is the following (please read the caveats as well). First, let me start with some related links:
http://social.technet.microsoft.com/Forums/office/en-US/2333f239-134d-4245-ae24-5621f0ecfe73/excel-2010-cubeset-based-on-range-of-dates?forum=excel
http://social.technet.microsoft.com/Forums/office/en-US/257ad66d-0e41-4b80-b388-1c979da4d861/excel-2010-mdx-using-cubeset-or-cubevalue-to-return-data-within-date-range-even-when-those-date?forum=excel
http://answers.microsoft.com/en-us/office/forum/office_2010-excel/cubeset-date-range/f00317cd-8046-4bb9-8ad3-8cbf922ebb4f
The third link is probably going to be the most helpful for syntax; the problem I was posting about was trying to nail
down specific dates, even if there was no transactional data for that date in the cube. As long as you are working at the year and month level, the syntax should be helpful for you to define a range of months. So the main caveat is that if you are trying to
return a value based on something that doesn't exist in your cube (whether that be a specific day, or future months that don't have placeholders) then I don't know how to do that :)
If you want to base this on your month slicer, I would set up an additional pivot (add it under the same slicer) and have nothing but the year/month in rows, so that when a user selects an item it will be the only returned row label in the new pivot. Use
a MATCH against a static list of months to identify which month is currently showing, and use a formula to get the start month your quarter.
If you are always looking at current year/current quarter, then you don't even need a slicer- from the current date you can calculate current month/year and the quarter start month/year.
Note that I use lots of cubemember formulas in adjacent cells to build my cubevalue formulas. In the syntax below, C2, C4, and E4 are cubemember formulas. M4 and N4 are just text strings that match our cube. Time Period/ Month and Year are also cube-specific,
you will need to use the text used in your cube's heirarchy, which you can get by converting your pivot filters to formulas as well.
=CUBEVALUE("ICSC",$C$2,$C4,$E4,CUBESET("ICSC","[Time Period].[Month and Year].&[" & M4 & "]:[Time Period].[Month and Year].&[" & N4 & "]","YTD 2010",0))
HTH