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jibran's avatar
jibran
Helper II
9 years ago
Solved

Filter data monthly

Hi All,

I am working on to show data on monthly basis but struggling to create a DAX function.

I have a date created column that is in this format 01/01/2017 and I want to see how many quotes been created on that particular

month as shown below. For example on month of June we create 15 quotes want to see that. I did create a date table with data, month name, month number and year and link date to this table but no result. 

 

 

 

Here is my working query

 

Measure = CALCULATE(COUNT(Quotes[QUOTEID]),Filter(All(Quotes[DATECREATED]),MONTH(Quotes[DATECREATED]) <= MONTH(MAX(Quotes[DATECREATED]))))

But above code is not working can someone help me on this.

 

Regards

 

Jibran 

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  • v-haibl-msft's avatar
    v-haibl-msft
    9 years ago

    jibran

     

    Do you want to get the total quote amount for each month? If yes, after create relationship with the calendar table, you should be able to show the result with a Table visual like below.

     

    If you want to get the running total, you can create a measure with following formula.

     

    Running_Total_Month = 
CALCULATE (
    DISTINCTCOUNT ( Table1[Quote No] ),
    FILTER (
        ALL ( Table1 ),
        MONTH ( Table1[Date Created] ) <= MONTH ( MAX ( Table1[Date Created] ) )
    )
)

     

     

    Best Regards,
    Herbert

  • v-haibl-msft's avatar
    v-haibl-msft
    9 years ago

    jibran

     

    Just remove the Running_Total meansure from the Table visual should be OK. 

     

     

    Best Regards,
    Herbert

3 Replies

  • v-haibl-msft's avatar
    v-haibl-msft
    Microsoft Employee
    9 years ago

    jibran

     

    Do you want to get the total quote amount for each month? If yes, after create relationship with the calendar table, you should be able to show the result with a Table visual like below.

     

    If you want to get the running total, you can create a measure with following formula.

     

    Running_Total_Month = 
CALCULATE (
    DISTINCTCOUNT ( Table1[Quote No] ),
    FILTER (
        ALL ( Table1 ),
        MONTH ( Table1[Date Created] ) <= MONTH ( MAX ( Table1[Date Created] ) )
    )
)

     

     

    Best Regards,
    Herbert

    • jibran's avatar
      jibran
      Helper II
      9 years ago

      Hi Herbert,

      How can I see just the total number of quotes raised each month.

      Becuase this solution adds the total number of quotes to the next month and so.

      Our aim to show total number of quotes raised per month.


      Can you please help on this?

       

      Thanks for your help in advance

       

      Many Thanks 

       

      Jibran Ishtiaq

      • v-haibl-msft's avatar
        v-haibl-msft
        Microsoft Employee
        9 years ago

        jibran

         

        Just remove the Running_Total meansure from the Table visual should be OK. 

         

         

        Best Regards,
        Herbert