Forum Discussion
Helper IIFilter Active Clients by Date Range
Community ChampionHow about this.
Fill you blanks in the End Date column with something like 31/12/9999
Create 2 new tables that consist of a single column of the dates you want to filter on, Start[Date] and End[Date]
Put a slicer on the Start[Date]
Put a slicer on the End[Date]
Write these helper measures
Selected Start = lastdate(Start[Date])
Selected End = lastdate(End[Date])
Write a measure that filters the customers. Something like this.
=Calculate(countrows(customers),filter(customers, customers[Start Date] >=[ Selected Start] && customers[End Date] <= [selected End]))
reastThanks for you response. With a start date slicer, if for example, they wanted to see all clients active in May 2016, they would have to check the start date for all dates prior to and including May 2016 and then for end date, blank and all dates after May 2016. That would work, but seems like a lot of work for the user. Or maybe I'm misunderstanding something.
- MattAllington
reast wrote:Thanks for you response. With a start date slicer, if for example, they wanted to see all clients active in May 2016, they would have to check the start date for all dates prior to and including May 2016 and then for end date, blank and all dates after May 2016. That would work, but seems like a lot of work for the user. Or maybe I'm misunderstanding something.
My solution requires the user to select a single start date and a single end date. All dates between will be displayed. The biggest issue is the length of the slicers.
- reast
Then I'm definitely not understanding how to link it up. I thought the slicers linked to the start date and end date. As such, when I tested it, only clients with a start date of that particular date (or month, etc.) were included. Could you elaborate on the behind the scenes set up so I can get it to work properly? Thank you!
- MattAllington
Did you complete this step?
MattAllington wrote:Create 2 new tables that consist of a single column of the dates you want to filter on, Start[Date] and End[Date]
- reast
But those calendars still link to the start and end dates? This is what I'm getting. We should have over 300 clients at any given time, but this is only counting those with that specific intake, not including prior intakes that are still open.
- MattAllington
reast wrote:But those calendars still link to the start and end dates?
No
the dates I am talking about come from the 2 new single column tables you need to create. Do not connect them to any other table. Just build the measures as suggested
- reast
Ok. Thank you for clarifying. Now I'm getting this error.
- MattAllington
The first parameter of your filter function is a column - that is not allowed. You will note in my formula it is a table.
- reast
Thanks for your patience. I fixed the measure: Measure = Calculate(countrows('Clients'),filter('Clients', 'Clients'[INTAKE_DATE] >=[Selected Start] && 'Clients'[Discharge] <= [selected End])).
However, it still only seems to be pulling new clients in the date range, not all active clients (should be over 300).