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kbrvy's avatar
kbrvy
Regular Visitor
1 year ago
Solved

Rolling Sum Until Certain Date

I am trying to sum past due and not past due order balances. I have order line items with a value, due date, and ship date. I want to sum the value up until the due date to use in a visual as "Not Pa...
DAX
  • techies's avatar
    techies
    1 year ago

    Hi kbrvy please try this

    Past Due Balance =
    VAR CurrentDate = SELECTEDVALUE('Calendar'[Date])
    RETURN
    CALCULATE(
        SUM(Orders[Value]),
        FILTER(
            ALL(Orders),  
            Orders[Due Date] < CurrentDate &&
            Orders[Ship Date] > CurrentDate
        ),
        USERELATIONSHIP(Orders[Ship Date], 'Calendar'[Date])
    )
     
    Not Past Due Balance =
    VAR CurrentDate = SELECTEDVALUE('Calendar'[Date])
    RETURN
    CALCULATE(
        SUM(Orders[Value]),
        FILTER(
            Orders,
            Orders[Due Date] >= CurrentDate &&
            Orders[Ship Date] > CurrentDate
        ),
        USERELATIONSHIP(Orders[Ship Date], 'Calendar'[Date])
    )
v-karpurapud's avatar
v-karpurapud
Icon for Community Support rankCommunity Support
1 year ago

Hi kbrvy 

Could you please confirm if your query have been resolved the solution provided by techies ? If they have, kindly mark the helpful response and accept it as the solution. This will assist other community members in resolving similar issues more efficiently. If it is not  resolved, please share the sample data and provide us the detailed information regarding expected output. It will help us to assist you better.

Thank You!