Forum Discussion

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 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.

Thank you.

kbrvy's avatar
kbrvy
Regular Visitor
1 year ago

HI, I have now had the chance to try with this query again and was not able to make the proposed solution work for my situation, but have found another solution that will. I appreciate the help. Thanks.

  • v-karpurapud's avatar
    v-karpurapud
    Icon for Community Support rankCommunity Support
    1 year ago

    Hi kbrvy 

    We are pleased to hear that you have found a solution. Kindly let us know if it successfully resolved your issue. If it did, please share the details here and mark it as 'Accept as solution' to assist others with similar problems. If it did not, please provide further details.

    Thank you.